|Shannon Freney AFP®
|Level 12/10 Eagle St
Brisbane City, QLD 4000
As a highly driven, yet caring & empathetic professional, I bring a decade of experience and proficiency in the financial advice and wealth management industry to my clients. I am passionate about empowering them to not only achieve their financial goals, but help them understand what truly matters and unlock their real aspirations, by providing tailored and holistic advice and solutions.
I have a proven track record of delivering results and value for clients, AFSLs, and stakeholders across multiple facets of the financial advice landscape. Outside of my expertise in financial advice, I have strong skills in compliance and risk management, process improvement, new business development, and analytical problem-solving. I thrive on seeking out and capitalising on opportunities, as well as implementing changes to improve performance. I excel at building relationships and creating a collaborative and supportive environment, where trust, communication, and dependability are valued.