Shannon brings over 20 years of Financial Advisory experience to the business. Shannon’s approach to investing allows him to provide a uniquely broad and multi- faceted client service to individuals, corporate clients and family offices.

Having completed a Bachelor of Economics with a triple major in Economics, Finance and Marketing, Shannon was selected for the Graduate Program at Commonwealth Bank. During the program Shannon was given the opportunity to develop and build a new division within the bank which was a conduit between business banking and wealth management. The advisory aspect of this role appealed to Shannon and in 2004 he took up a new opportunity with UBS Wealth Management as a Client Advisor. After four years, Shannon was promoted to Director and spent twelve years with UBS growing his business, and developing and expanding his market knowledge.

Shannon places great emphasis on detailed domestic and international market and stock analysis. He works with clients in a capacity similar to that of CFO, helping clients to achieve their investment goals, whether its an entrepreneur looking to sell their business, a corporate client looking to raise capital or preserving the wealth of an individual client.