Shannon Potter

  • Financial Adviser
    Risk Management

    Shannon is one of our Financial Advisers specialising in Personal Risk Management. In 2022, she completed her New Zealand Certificate in Financial Services (Level 5), enhancing her qualifications and expertise. With a dedicated tenure in the Financial Services industry since 2019, Shannon brings valuable experience. She can provide tailored financial advice and strategies safeguarding client's personal and financial well-being. Her commitment to your financial security makes her an invaluable asset to our team, and she is ready to assist you in achieving your financial goals.

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