Shannon Telley

Infocus Securities Australia Pty Ltd

Gold
10 Yrs Experience
Parramatta Park, QLD 4870
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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Infocus Securities Australia Pty Ltd

Suite 112, 118 Mulgrave Rd
Parramatta Park, QLD 4870

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Shannon has given my husband and I advice in areas including Self Managed Super Funds and Retirement planning. Shannon was able to explain things to us in a clear way. Through Shannon's knowledge and experience, we are very confident that the advice given was right for our needs and has helped us plan for our retirement. We have always received Shannon's full care and attention when we needed it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kate and I felt let down with our previous adviser and Shannon through her attention to detail and customer focus has turned that around. Her approach and responsiveness to our queries has been excellent and has provided us with a high degree of confidence in her advice. It is not a simple matter to trust someone with your life savings - We do not hesitate to recommend Shannon."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I now look forward to my annual review with Shannon. I used to be quite ignorant about looking after my financial future or too busy to review my budgets, super or insurances. Shannon is so refreshingly honest and clearly has a high level of experience and advice. I no longer feel overwhelmed by anything 'financial' As a small business owner 14 plus years I never contributed to my super fund. She helped me switch to self managed and set up small weekly payments, so exciting to see this growing already, this year we doubled the payments thanks to her budgeting advice also. Was also happy to see the new investment fund growing after only one year. We have a goal to pay out a loan by the next review and set up another investment fund with the existing monthly payments. I have full confidence and trust in Shannon and she will always be my go to for advice. I highly recommend her services to anyone, even if you don't know where to start and need a review of your current situation. You won't be disappointed."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shannon's invaluable knowledge and understanding is always reassuring. We very much appreciate her professionalism, attention to detail & efficient work ethic. She is always able to fully explain all scenarios, choices and information that is presented and answer any questions we may have."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shannon has given me advice in areas including insurance, superannuation and managing debt. Shannon is usually able to explain things to me in a clear way. Through Shannon's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive Shannon's full care and attention when I need it."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shannon has recently helped me organise and set up life and health insurance for my family and I. She was very knowledgeable and extremely helpful and has provided us with the best possible service we could have wished for. I am very confident her advice was accurate and Shannon did an awesome job explaining it all out to me in layman’s terms so I could understand. I highly recommend Shannon to any family and friends and would like to thank her for her help and guidance."

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

"Fantastic personalised service. Nothing is too much trouble for her. She is always available to answer questions. We are very happy"

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

"Shannon goes above and beyond to ensure that my insurance and superannuation policies are individually suited to my needs and circumstances. When my personal circumstances changed, Shannon reviewed my policies and adjusted what was necessary. I feel reassured knowing that she always considers what’s best for the client."

  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fantastic, friendly service! Shannon makes it simple and easy to get your insurance and superannuation tailored to your individual situation."

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

"Shannon from Intouch Insurance is very knowledgeable and explains all the options available. I felt very comfortable placing our personal insurance through her."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

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

Give your opinion

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

Provide a score between 1 and 5 stars

How often was Shannon 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 Shannon'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 Shannon to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Shannon?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Shannon 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 Shannon 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 Shannon Telley
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