Shauna Broes

Shauna Broes

Shauna Broes

Bachelor of Economics
Diploma of Financial Planning
Currently studying to become a Certified Financial Planner

“It’s brilliant having a career that aligns with my skills … and also what I enjoy doing.

I honestly enjoy my work, the people I work with and knowing that I am helping clients realise their financial goals.”

Shauna fell into financial planning by accident. When her childhood dream of becoming a Sale of the Century champion didn’t quite pan out, she studied to become a school teacher.

But when throwing ideas around with friends, family and careers advisers, she discovered her love of numbers and people were gently nudging her down a different path.

“I’d seen quite a few people have bad experiences with financial planners during the GFC. When I moved into financial planning, I wanted to work with the good guys.”

Shauna loves a good joke and time spent doing the things that she enjoys, trying new things, challenging herself and having adventures.

“I love working at First Financial… there is a real sense of camaraderie between everyone here.”

Shauna hopes to explore the world, attend live music festivals, see lots of musicals and spend time with loved ones.


If you want to retire life ready