Shannon Whittington
ADFS (FP) Principal AdvisorManaging Director shannon@tagwealthgroup.com.au 0423 529 992 Download My Bio Shannon Whittington, Financial Planner In PerthShannon knew from a young age that he wanted help others to achieve their financial goals and in 2001 began his career as a Financial Planner.
Gaining experience within a wide range of firms including time with a Big 4 Bank where he was responsible for a team that provided advice to large business banking clients and high net worth individuals in the CBD.
A passionate person Shannon believes strongly in listening to his client’s needs, wants and desires so that his advice is tailored to their specific objectives.
He says, “The greatest accolade for a financial advisor is watching a client’s long-term goals materialise into reality!”
Shannon can help you with:
- Financial Planning
- Superannuation
- Insurance & Wealth Protection
- Salary Sacrificing
- Wills
- Investment Planning & Advice
- Debt Reduction
- Tax Minimisation
- Borrowing to invest
- Asset Protection
- Transition to Retirement
- Pension Planning
A committed Martial artist in several disciplines, he represented Australia at the 2007 IFMA World Muay Thai Championships in Bangkok and was awarded Black Belt of the year 2006 & 2007.
A dedicated family man, Shannon is married to his beautiful wife Chelsea and they have two daughters.
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