With a background spanning over 25 years in leadership, management, and service to diverse individuals and business entities, Sheldon brings a unique blend of expertise in both the human side of things and the financial realm.

Sheldon has the following formal qualifications:

Professional Qualifications:

FASEA (Financial Adviser Standards and Ethics Authority) exam 2019
Self Managed Superannuation Funds 2015
Advanced Diploma Financial Services (Financial Planning) 2014
Cert IV Workplace Health and Safety 2014
Advanced Diploma Hospitality Management 2011
Workplace Health and Safety Officer 2010
Advanced Diploma – Human Resource Management 2001
Certificate IV (Category 2) Workplace Training and Assessment 2000

Along this journey, Sheldon has developed an extensive network of trusted professionals across industries and modalities to call upon to assist if and when required, including but not limited to:

• Investment Portfolio Managers
• Mortgage Brokers
• Accountants
• Solicitors – Estate Planning / Conveyancing / Employment Law / Commercial Litigation
• Real Estate Agents / Property Managers
• Stockbrokers
• Business / Well Being / Personal coaches
• Psychologists / Counsellors

Sheldon isn’t just about crunching numbers; he’s all about getting to know you on a deeper level. He will take the time to ask meaningful questions and really listen to what you have to say. It’s not just about finances – he’s interested in the whole picture of your experiences.

At the core of his approach to advice service is a genuine relationship founded on open communication, unwavering transparency, honesty, and trust. He’s not just about the numbers; he’s all about your everyday happiness, peace of mind, and the ongoing journey towards a more prosperous and liberated financial life. His commitment to you goes beyond the balance sheet.

Sheldon, Beyond the Numbers:

• Passionate Surfer:
  • A lifelong surfer, Sheldon’s connection with the ocean is a constant in his life. Despite the demands of being a single parent, he still manages to catch waves and enjoys daily swims.
• Family Man:
  • As a single parent to Koa and Keoni, family time is precious. Whether it’s coaching touch football, playing together, or enjoying a swim, they create lasting memories.
• Cronulla Sharks Enthusiast:
  • A die-hard Cronulla Sharks supporter, the 2016 Grand Final win holds a special place in Sheldon’s heart. His passion for the team is something he shares with his kids amid their own activities.
• Life’s Journey:
  • Sheldon has walked diverse paths, from career changes and successes to personal experiences like love, marriage, and loss. He understands the twists and turns of life firsthand.
• Purpose Beyond Surfing:
  • While the ocean defined much of Sheldon’s adult life, his commitment to helping people became his purpose, amplified by the intrinsic rewards of being there for his kids.
• Embracing Change:
  • Sheldon has faced the challenges life throws at us, showing resilience in the face of adversity, accepting change, and prospering in the process.
• People First:
  • For Sheldon, it’s not about graphs and numbers. It’s about people. He’s driven by a genuine desire to make a positive impact on the lives of others, applying his depth of knowledge, understanding, and care.

Sheldon’s journey is a testament to the fact that life’s richness isn’t confined to spreadsheets – it’s in the experiences, connections, and the genuine desire to make a difference in people’s lives.