Shannon Freney

Shannon is a highly regarded Financial Adviser known for delivering technically precise advice underpinned by behavioural finance principles, aligning clients’ financial strategies with their deeper values and motivations.

With experience supporting a broad spectrum of clients, from working with those just starting out on their financial journey to servicing Ultra-High Net Worth individuals, Shannon focuses on more than just the dollars. He empowers clients to clarify what truly matters and designs tailored strategies to help them realise their goals.

Experienced with over a decade in finance, Shannon has worked across various multinational institutions and boutique firms, holding leadership roles including Head of Advice and Responsible Manager. Today, he channels this experience into direct client impact as a front-line Adviser.

Academically distinguished, Shannon holds a Graduate Diploma of Financial Planning, a Bachelor of Business (Marketing & Management), and is completing dual master’s degrees in Financial Planning and Applied Finance among a slew of other specialist designations and qualifications. His ongoing education in behavioural science and specialist certifications enables him to deliver holistic, high-level advice with both technical and human insight.