Shantel Evans, AFP®


Name Shantel Evans AFP®
Company Evolution Business & Personal Advisers Pty Ltd
Address Unit 1 Building 2 335 Hillsborough Road
Warners Bay, NSW 2285
Phone 0249031111

I started working at Evolution in 2006 as a mortgage broker and then soon after my role evolved to include paraplanning where I helped develop financial planning strategies and write advice documents for the financial advisers whilst continuing to write mortgages and loans for our clients. This gave me a solid understanding of financial planning concepts and strategies, and allowed me to enjoy direct contact with our clients as I helped them to purchase their homes or investment properties.

I’ve steadily progressed with my studies (I’m currently completing my Masters of Financial Planning) and career, and am now working 100% in financial planning. I am excited and passionate about being in this professional space right now which might sound slightly crazy considering the royal commission and many changes to the financial planning industry, but in any dark storm there is always a silver lining; renewal and growth of the industry, education reforms, stronger quality advice measures and ensuring the clients’ best interest are at the forefront of advice are all good things – no, great things - and I am lucky to be in a position where these things have always been pivotal to Evolution and my own personal compass. Working at Evolution has also given me exposure to many parts of the business. I’ve learned from many strong leaders and passionate advisers who have shared their knowledge and insights with me and I have gained a lot from their mentorship. This would have to be the biggest benefit to me from working at Evolution.

When I’m not working, I’m spending time with husband and two beautiful children (Harry and Poppy). We are a busy little family and love getting out and about as much as we can. We enjoying all parts of Newcastle and Lake Macquarie. Needless to say, I understand the busy working family life balance.

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