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.
Shantel provides an excellent service. Easy to communicate with and always contactable and explains everything so you can understand and provides good advice for your best interest. Shantel has made looking after my mothers finances, estate and pension much easier and trouble free. Thank you Shantel
Shantel explained all that I needed to know. I am confident in her advice and her knowledge of my needs in the financial areas of my life.
Shantel has been a wealth of knowledge, experience and sage advice during our current journey to place parents into residential care. What Shantel didn't know she thoroughly researches and always gives us a range of options clearly outlining the pros and cons with both the immediate and future projections. Shantel professionally navigated our particular situation which certainly threw many unusual variables. Knowing the financials were being so well looked after relieved our burden in such a stressful emotional time. Shantel took care of all of the negotiations with the care facility, DVA, Centrelink, lodging means, testing assessments and reviewing contracts. Shantel keeps us informed of progress during the process. We feel we now have the best outcome for all and I'm confident that is due to Shantel's diligence and attention to detail. I would highly recommend Shantel's services in relation to entering aged care.
We were very happy to have Shantel look after what has been a very stressful time of both my parents entering aged care.
Shantel dealt with everything to do with Centrelink and any questions we had regarding the voluminous financial paperwork from the aged care facility, she was more than happy to explain.
Shantel also liaised with the aged care facility on our behalf regarding payments, discrepancies etc.
Its fair to say that we would be lost without her advice and guidance through the whole process.
We would highly recommend Shantel to anyone negating the financial side of aged care.
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.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
Evolution Business & Personal AdvisersUnit 1, Suite B2, 335 Hillsborough Road
Warners Bay, NSW 2282
Count Financial Limited