Shannon started in banking 12 years ago and found her way to financial planning in 2015 where she has since worked in many roles helping advisers deliver quality advice. After graduating from a Bachelor of Commerce – Major in Finance, and a Master of Applied Finance with a specialisation in Financial Planning, Shannon has commenced her Professional Year and is looking forward to personally helping clients achieve their personal and financial goals.
Outside of Work
Shannon plays beach volleyball, loves to go camping and hang out with her mini schnauzer, Indie who is also the My Wealth Solutions Wellness Manager.
What’s your favourite thing about being part of the MWS team?
The quality of the office banter is a high as the level of professionalism.
What do you wish people knew about financial planning?
Planning and discipline are key to one’s financial freedom. We are the Personal Trainer for your finances. We help you set the plan and we hold you accountable to it.
What's your favourite book, movie and food?
As an avid reader it’s so hard to choose a favourite but one I could read again and again is The Name of the Wind by Patrick Rothfuss.
If you could give one piece of advice to yourself from 10 years ago, what would it be?
Start regular, incremental savings that you invest and do not touch.
What's your weirdest office habit?
What's the one thing about you that people would be surprised to learn?
That I read the nerdiest fantasy fiction novels, almost exclusively.
If you could have dinner with anyone past or present, who would it be and why?
My grandad. He passed away the week I was born so I would just love to have a good chat about his life and our family history.