Shannon Freney

Direct Wealth Pty Ltd

Bronze

11 Yrs Experience

Paddington, QLD 4064

About Shannon
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Shannon is a highly regarded Financial Adviser known for delivering technically precise advice underpinned by behavioural finance principles, aligning clients' financial strategies with their deeper values and motivations.

With experience supporting a broad spectrum of clients, from working with those just starting out on their financial journey to servicing Ultra-High Net Worth individuals, Shannon focuses on more than just the dollars. He empowers clients to clarify what truly matters and designs tailored strategies to help them realise their goals.

Experienced with over a decade in finance, Shannon has worked across various multinational institutions and boutique firms, holding leadership roles including Head of Advice and Responsible Manager. Today, he channels this experience into direct client impact as a front-line Adviser.

Academically distinguished, Shannon holds a Graduate Diploma of Financial Planning, a Bachelor of Business (Marketing & Management), and is completing dual master’s degrees in Financial Planning and Applied Finance among a slew of other specialist designations and qualifications. His ongoing education in behavioural science and specialist certifications enables him to deliver holistic, high-level advice with both technical and human insight.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Wills & Estates

5.00 September 2025

I’ve been a client of Shannon Freney for the past 7 years and have followed him throughout his career because of the consistent value and comprehensive advice he provides. Shannon takes the time to understand my circumstances and goals, and then delivers advice that is not only specific just to me & my familyy, but forward-looking at everything that's yet to come. His ability to explain complex financial concepts in a way that makes sense has given me absolutely confidence in my financial decisions. What I appreciate most is that his advice isn’t just about money, it covering everything from cash flow to tax strategies, insurance, and longer-term wealth building. I genuinely feel that Shannon has added immense value to my financial journey, and I trust him implicitly with my future planning. I couldn’t recommend him highly enough. Over the years, my life has changed significantly from being single to getting married, and now welcoming my first child. Each stage brought new challenges and Shannon was there to guide me through every step. From adjusting my cash flow to help my wife during maternity leave, account for a growing family, ensuring we had the right insurance protections in place, and helping us plan for future education, Shannon’s advice has been instrumental in both money and keeping me sane. It’s reassuring to know I have someone who can adapt our financial strategy as life evolves, allowing me to focus on my family with confidence and peace of mind.

5.00 March 2025

I met with Shannon for an initial consult that cost $400 - he took the time to understand more about me than other planners have in the past, the first half of the conversation didn’t even involve money just my goals and what sort of path would suit me the best. Then we went over the financial part and it was very clear he knew his stuff and designed a plan to suit me. It was only after that he asked me if I wanted to proceed, there was no pressure at all during the conversation and I felt like he truly cared about whether this was the right fit more for me than just trying to get another client. I’m looking forward to working with Shannon.

5.00 August 2023

Shannon was extremely approachable and put me at ease for any question I asked. I was aprehensive going in to the appointment thinking that I didn't know enough to be using a financial planner yet, however Shannon was amazing at making me understand financial matters and how to best get what I want out of my money. I felt that he helped me understand what I was trying to achieve better than I knew before the appointment.

Adviser status Bronze
Rating 5.00
Number of reviews 3
First year providing advice 2014
Years of experience 11
Highest qualification
- Bachelor of Business (Marketing, Management and Entrepreneurship)
Language spoken
- English