Shannon started her career in finance with IPF in 2019 as an Assistant Financial Advisor and has since been promoted to Senior Financial Advisor. Her qualifications to date are the QFA, RPA, SIA and she is currently undertaking the Certified Financial Planner accreditation with the Institute of Banking. Shannon holds a Bachelors of Arts (Honours) Degree in Business. She is focused on building meaningful and long-term relationships with her clients by designing tailor-made financial plans to fit the clients’ individual financial goals.