Shannon
Gray

Shannon is friendly and approachable and takes a compassionate, caring and understanding approach to work closely with clients to develop a financial plan which is tailored to their individual needs. Shannon is a passionate and detail-oriented financial adviser who is committed to helping clients achieve their financial goals.

Shannon specializes in assisting clients with investment and retirement planning advice. By providing comprehensive advice, Shannon aims to improve financial literacy for her clients and takes a particular interest in helping single women and those who have gone through divorce/separation or suffered the death of a partner.

Shannon has over ten years of experience working in the financial sector and is a member of the Financial Advisers Association of Australia (FAAA).Shannon has completed a Graduate Diploma of Financial Planning in 2022 and an Advanced Diploma of Financial Planning in 2021. Shannon has also completed additional accreditations in Self-Managed Superannuation Funds (SMSF) and Debt Strategies.