Shaun Walsh in

Shaun Walsh

Inquirer · DISC type dc
Financial Planner at Make Work Optional
📍 New South Wales, Australia

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
19 Years
Current Role
Financial Planner
Location
New South Wales, Australia
Personality Overview

How Shaun shows up

Hard To Convince
Judgemental
Upfront

They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Priorities

Topics Shaun cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2019
Financial Planner
Make Work Optional
1-2017 - 8-2019
Senior Financial Planner (Central West Region)
Commonwealth Bank
9-2009 - 12-2016
Financial Adviser
Crowe Horwath Australia
3-2006 - 8-2009
Branch Manager | Senior Network Engineer
Axxis Technology
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2016
Certified Financial Planner
Deakin University
2011 - 2012
Advanced Diploma of Financial Planning
Kaplan
2010 - 2011
Diploma of Financial Planning
Kaplan
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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