Shannon Telley

Poole Group Accountants & Investment Advisers

Gold
12 Yrs Experience
Birtinya, QLD 4575

As a Financial Planner and business owner my passion is working with clients around their wealth creation and wealth protection needs.

Whether you are just starting out on your financial journey or are planning for retirement, having a sound financial plan in place will be incredibly beneficial. Advice is available in the following areas:

·         Cash flow strategies

·         Debt reduction strategies

·         Superannuation

·         Investments

·         Insurance

·         Retirement planning

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are based on your personal situation and will be discussed during our initial meeting.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.98
  • Number of reviews 11
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Poole Group Accountants & Investment Advisers

Level 1, 8 Innovation Parkway
Birtinya, QLD 4575

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

PGW Financial Services Pty Ltd

AFSL 384713