MenuShannon McKeown CFP®
LifePath Financial Planning Pty Ltd
lifepathfinancialplanning.com.au
About Me
Having worked in the financial services industry since 2005 and with a Bachelor’s degree (Accounting and Financial Planning), Advanced Diploma in Financial Planning and Certified Financial Planner® certification, Shannon is committed to the highest ethical and technical standards.
Shannon builds trusted relationships helping clients achieve their goals and provides piece of mind, whilst navigating the complexities of investment strategies, asset protection and legislation changes.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 8 Years -
Licensed By Life Path Financial Planning Pty Ltd
