Galleon Capital & Advisory
“Your Financial Anchor”
Galleon Capital & Advisory is a leading financial advisory firm with a high reputation for providing comprehensive financial advice and exceptional ongoing service.
At Gallon, we specialise in wealth management. We will work closely with you to craft a wealth map tailored to your needs and guide you on your journey to achieving your personal, financial, and lifestyle goals. We offer a powerful combination of expertise and transparent, comprehensive ongoing wealth management.
Galleon Capital & Advisory is a leading wealth management firm specialising in financial planning, private wealth management, personal and business protection, tax strategies, Superannuation retirement planning, Centrelink advice and Estate Planning.
We focus our efforts and expertise on what is truly important to you and provide tailored advice that makes a difference in your life.
We will spend our time to understand your goals and what matters to you the most.
We believe in empowering our clients with knowledge and take a holistic approach in addressing your goals and objectives.
We bring together our academic expertise, real world experience, and excellent customer service to provide you with the best experience when it comes to financial advice.
Our ongoing relationship with our clients is a life long partnership that we value the most.
We ensure our clients are kept on track year after year in achieving their personal, financial and lifestyle goals.
Our mission is simple: “To provide you with honest, trusted and professional advice at the most affordable price in the market”
1. High net worth individuals who need personalized financial planning and investment management services to manage their significant wealth and assets.
2. Individual clients who are looking to create a comprehensive financial plan that addresses their specific goals, such as wealth management, personal insurances and tax planning. estate planning, superannuation accumulation or saving for a child’s education.
3. Individual clients who are nearing or already in retirement, and are looking for strategies to manage and maximize their retirement income and assets.
4. Businesses and organizations that need assistance with wealth management, business protection, business structuring, budgeting or other aspects of financial management related to running a business.
We Are Here To Look After You
Galleon Capital & Advisory is led by Shan Muthukuda - CFP®, M.Com (Adv Finance). Shan is highly experienced adviser specialising in wealth management, retirement planning, superannuation, personal & business protection, portfolio construction and centrelink advice. With over 15 years of financial advice experience Shan provides sophisticated advice to High Net Worth individuals, business executives, medical and legal professionals, retirees as well as young wealth accumulators.
Shan is genuinely passionate on financial advice and invests his time on understanding his client needs and what's really important to them. Shan has completed a Master of Commerce majoring in Advanced Finance at University of New South Wales. Shan's professional experience spreads across number of boutique financial planning firms as well as large financial services organisations such as BT Financial Group, Westpac, Suncorp and KPMG. He is also a qualified Certified Financial Planner (CFP®) - the highest level of expertise recognised.
Shan's interests outside of work are to spend quality time with his family & friends, travel around the world where possible and fulfilling his other passion of keeping fit & healthy and engage in other outdoor activities such as hiking.
- Certified Financial Planner®
- Master of Commerce ( Advanced Finance) - UNSW
- Graduate Diploma in Management
- Bachelor of Science
- Diploma of Financial Planning
- Financial Adviser Exam Certified (Financial Adviser Standards and Ethics Authority)
- Ethics & Professionalism in Financial Advice
- Margin Lending
- Chartered Institute of Management Accountants - UK
- Tax (Financial) Adviser
Read what people say….
Shan has provided my wife and l great service and we are so very grateful for all the support and guidance we received. I highly recommend Shan to anyone who is looking for retirement and control their financial wellbeing.
Read what people say….
I have been a client of Shan at Suncorp and his personalized service has been invaluable in achieving my financial goals. He takes the time to understand my circumstances and make recommendations that have made a real difference in my life. I highly recommend his service.