Summary
Overview
Work History
Education
Skills
Timeline
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Paul Shanahan

Burradoo,NSW

Summary

I am an experienced investment market trader with a proven track record in developing and refining profitable trading strategies. Through learning how to use market research, risk mitigation skills and the proper blending of uncorrelated trading strategies, I have been able to develop an approach that requires a time commitment of less than one hour per week. Previously, pre 2002, I enjoyed working as a Financial Planner at CBA and State Super Financial Services, delivering tailored retirement solutions and managing client relationships effectively. I now have the time to devote to a new career, and the opportunity to use the 30 years experience I now possess in helping loved ones with mental health issues and apply that in the wider community.

Overview

23
23
years of professional experience

Work History

Investment Market Trader and Investor

Self Employed
03.2002 - Current
  • Developed, implemented and refined profitable trading strategies by conducting thorough market analysis and identifying trend and momentum signals.
  • Analysis of Australian and US companies to find suitable longer term investment opportunities
  • learned how to increase trading profits by implementing effective risk management strategies and optimizing trade execution to reduce slippage and other transaction costs
  • Monitored global economic and geopolitical events to adjust trading strategies accordingly.
  • Learned how to improve trading efficiency and profitability by implementing automated trading systems.

Education

Graduate Certificate in Financial Planning - Master of Financial Planning Program

University of Western Sydney
Sydney, NSW
06-2019

Skills

  • Market Research Analysis
  • Strategic Trading Strategy Development
  • Risk Mitigation Strategies
  • Automated Trading Strategies
  • Investment Evaluation
  • Proficient in Trade Execution
  • prior experience working as a Financial Planner for CBA and State Super Financial Services preparing retirement plans for new clients and managing the ongoing needs of established clients
  • I enjoy working equally as part of a team and one on one with clients
  • I have tried hard to develop good listening skills
  • Through my experience I believe I have an ability to empathise with those suffering from mental health issues and help them navigate the often difficult life circumstances they find themselves in

Timeline

Investment Market Trader and Investor

Self Employed
03.2002 - Current

Graduate Certificate in Financial Planning - Master of Financial Planning Program

University of Western Sydney
Paul Shanahan