TAG Financial Planning Pty Ltd
2B Forbes Road,Applecross, WA, 6153
phone 08 9367 1227 emailwealth@tagwealthgroup.com.au languagehttps://www.tagwealthgroup.com.au
TAG Financial Group is a Multi-Award winning Finance Broking, and Financial Planning company that has been servicing the financial needs of clients for over 17 years. Our finance team is dedicated to helping business owners, first home buyers, young adults and families find the right loan at the right price and with a fraction of the headaches normally associated with dealing with finance brokers or lending institutions.
Our Financial Planning team help clients understand the more sophisticated areas of the financial landscape. They will replace confusing financial jargon with everyday language that is easy to understand.
Our team
Shannon Whittington
Principal adviser/Managing Director
ContactShannon 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!”
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.