Shannon graduated from Monash University and began his career in the financial services sector as an adviser in 2010. He soon expanded his interests in the industry and gained experience across both the lending and real estate sectors.
Shannon brings with him a wealth of knowledge and has managed multiple businesses across Australia, including leading and developing teams of Financial Planners and Finance Brokers. He is also the general manger of a distribution business managing a team of 40 staff across the country.
Shannon enjoys travelling, spending time with his family and young daughters, staying active and healthy and avidly following the Essendon Bombers.
Don't fear failure. Fear being in the exact same place next year as you are today.
After completing his Bachelor of Commerce (Major in Finance) back in 2008, Alex commenced working in the Financial Planning industry whilst pursuing further studies in the field. He has also completed a Diploma in Finance and in real estate. Alex has gained much experience in providing holistic client advice whilst incorporating his lending, real estate and financial planning skills.
Alex has managed several successful financial planning firms during his career and has gained an abundance of knowledge and experience in the field. Alex takes pride in providing excellent customer service and building strong long-term relationships with his clients. He is dedicated to helping his clients with accomplishing their goals and achieving superior outcomes.
In his spare time, Alex enjoys spending time with his family and sharing many laughs and giggles with his little boy.
Dream bigger. Do bigger.
Starting out in financial services in 2009 after graduating from Monash University and spending time travelling, Blyth immediately gravitated toward the advice path. Sitting down and gaining a better understanding of someone on a personal level is what he loves to do.
Having worked in financial services now for over a decade, what Blyth values the most is his long-term client relationships. “Being able to connect with someone and understand their financial situation is much more than just understanding the numbers”.
Blyth is a long-suffering Melbourne Demons supporter and avid Joe Rogan listener. His spare time is spent at the archery range or running trails with his beloved dog Roy.
If it doesn’t challenge you, it won’t change you
SENIOR FINANCIAL ADVISER / PARTNER
With a heavy focus on goals-based strategy, Tom's aim is to develop long-lasting relationships with his clients that not only addresses their finances, but also their lifestyle goals.
His approach to financial planning is holistic, ensuring that all of his client’s needs are met and that all areas of their finances are working together. This commitment has resulted in Tom previously being recognised at the AFA industry awards event of 2018.
Tom’s holistic approach extends into his personal life where he can be found watching and following about as much sport as he possibly can. From a typical Melbourne-based AFL fanatic, to the obscurity of once captaining the Australian Junior Curling Team, he'll seemingly try it all.
Do something today that your future self will thank you for
Matt has been working in Financial Services since 2010, starting out in Asset & Equipment Finance after completing a Bachelor of Commerce. From here he moved into Financial Planning and really found his passion.
Matt puts a big emphasis on education and loves furthering his knowledge and skills, having completed a Cert IV and Diploma of Finance and Mortgage Broking, and most recently a Masters in Financial Planning.
While being very strategy focused, what Matt enjoys most is creating close relationships with his clients and being there through the different stages of their financial journeys.
When he’s not in the office, you’ll probably find Matt at the cinema, catching up with mates, or at the gym enjoying his hobby of Muay Thai Kick Boxing.