Shantel Evans

Evolution Business & Personal Advisers

Silver
4 Yrs Experience
Warners Bay, NSW 2282
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.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 2
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Evolution Business & Personal Advisers

Unit 1, Suite B2, 335 Hillsborough Road
Warners Bay, NSW 2282

Licensed by

Count Financial Limited

AFSL 227232

4.95
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"Shantel is always very professional and keeps me up to date with my investments. Shantel is always available to answer any questions that I may have."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very professional service and advice...Would recommend .... David"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income

Qualifications & Training

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Shantel's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Shantel able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Shantel's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Shantel to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Shantel?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Shantel provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Shantel may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Shantel Evans
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens