Making the complex, simple
Born and raised on the Mid North Coast with over 12 years of experience within the Financial Planning Industry.
My goal is to deliver financial peace of mind to all my clients, by explaining complex strategies, in simple, easy to understand terms.
We embark on a journey together, constantly reviewing the financial strategy you have today, to make sure it continues to meet the ongoing needs of your future.
My clients value this relationship, as it has allowed them to become more confident in their financial position & excited for the years to come.
On the weekends you might see me at the local golf course, helping out in local community events or spending time with my family - wife Anna, my two children Jack & Sophie and of course Maggie the Labrador
Contact details –
Port Macquarie
Email: shannon@pentagonwealth.com.au
Mobile: 0401 720 132
Website: https://www.pentagonwealth.com.au/
Facebook: https://www.facebook.com/Pentagon-Wealth-325158618390413/
Expertise
My fees
Our fees are based upon the time it takes + costs involved in providing advice to clients.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2016
- Years of experience 7
-
Highest qualifications
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
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Language spoken
- English
Pentagon Wealth Pty Ltd
Unit 2, 157 Gordon StPort Macquarie, NSW 2444

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Pentagon Advisory Pty Ltd
AFSL 530707
