Financial Advisor Springwood - working alongside your Mortgage Broker in Logan

Sean Bailey is your Financial Planner in Springwood

Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too. Sean Bailey  is your go-to Financial Advisor in Springwood.

Sean will work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you’re pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!

Professional experience

Sean has over 20 years of experience in the financial services industry, working in investment banking, funds management, and financial planning. He has been a Financial Planner since 2005.

The reason Sean became a Financial Advisor was because he enjoys working with people and has a passion for financial markets - financial planning was the perfect fit! 

Sean's love of financial planning stems from being able to interact with people and connect with them on both a personal and a financial level. He enjoys being able to help clients navigate the complex areas of superannuation and insurance, and ultimately achieve their financial and lifestyle goals. 

Sean's Professional qualifications

  • Bachelor of Arts
  • Bachelor of Business Communication
  • Advanced Diploma in Financial Planning

Contact us to book an appointment with Sean, Financial Advisor in Springwood.

He can help with a range of areas including...

Personal insurance

Nobody wants to think about insurance until they actually need it, but by then it could be too late. Sean can review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

Investment planning & wealth creation

Sean will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

Superannuation & rollover advice

Super may be designed for retirement, but it's your money and you have complete control over it today. Sean will help you discover super strategies to make sure you're making the most of this valuable resource.

Retirement planning

We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

Contact us today.

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