Our People

Sean Walsh
Financial Planner – Wagga Wagga

Biography

Sean Walsh works with his clients to achieve their goals by ensuring all aspects of their financial situation are covered.

From personal protection to superannuation and investment advice, he strives to empower you to financial freedom.

"I am passionate about educating clients on the nuances of a wide range of financial matters. The most satisfying part of my job is when you help a client to understand how they can get to where they want to be.”

Sean grew up in the Riverina and attended Charles Sturt University in Wagga Wagga before joining RSM in 2015.

Sean is sports-mad with a love for Aussie Rules Football, cricket, tennis, basketball and American football, just to name a few! He is also a popular choice for trivia nights with his memory for random facts. 

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Solutions Sean provides 

While Sean advises in all areas of financial planning, his areas of specialisation include superannuation, wealth accumulation and personal risk.

Qualifications

  • Bachelor of Accounting
  • Diploma of Financial Planning
Publications

Nine ways to manage investment risk

8 December 2021
There is hardly anything in life that doesn’t involve taking some risk – even getting out of bed in the morning! In the majority of investment structures, risk and return are related. The more risk you take, the more return you can potentially make (and vice versa). But there are ways in which this “risk” can be managed without defa...

Defensive Portfolio's 'aint what they used to be'

23 February 2021
Many with superannuation or personal investments may be familiar with their investments being classified into two categories: “Growth” and “Defensive”. While the COVID-19 lockdown induced recession has had a well-publicised negative effect on growth assets initially, these growth assets include shares and property, less frequently disc...