Shannon Dearsly

Hi, I’m Shannon, Financial Adviser at Safe Harbour Advisory.

I’ve been an adviser for almost a decade now and what I really enjoy is helping people take control of their financial future and achieving what matters most to them.

I believe financial advice should do more than focus on numbers — it should help you feel confident, reduce financial stress and create a pathway towards the life you want to live. Whether that means planning for retirement, building wealth, protecting your family, or achieving long-held lifestyle goals, I enjoy helping people make informed financial decisions with confidence.

I specialise in tax-effective investment strategies and intergenerational wealth transfer planning, helping clients structure their finances and legacy in a way that is efficient, meaningful and aligned with their long-term goals. I also provide advice across superannuation, retirement planning, investments and personal insurance.

My approach is professional, personalised and easy to understand. I take the time to get to know my clients, understand what is important to them, and provide strategies that are both realistic and achievable. For me, the most rewarding part of financial planning is seeing clients feel more organised, more confident and better positioned for the future.

Outside of work, I enjoy spending time with my family, watching the kids play sport, and making the most of the outdoors spending time with family and friends boating, camping, hiking and fishing. I also love a BBQ or putting some meat on the smoker to feed everyone.