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Shannon Potter,
Financial Adviser

With over six years in the insurance industry, Shannon brings a wealth of expertise, along with a passion for protecting lifestyles, and guiding clients towards financial security.

"I believe quality advice is all about adapting and evolving with our clients' changing needs. It's about more than just finding the right coverage — it's about building lasting relationships based on trust and understanding", she says.

Shannon's studies in science and human biology give her a unique perspective when crafting personalised insurance plans. This foundation of knowledge equips her with an in-depth understanding of the significance of health and well-being.

Outside of work, Shannon enjoys spending time exploring the North Shore beaches and creating lasting memories with her closest friends. "Life is about balance, and for me, that means finding joy in both my work and personal life. It's all about enjoying the journey."

When asked about her favourite part of being an Advice4Life adviser, Shannon highlights the sense of community and collaboration within the team. "At Advice4Life, we're not just colleagues; we're family. Together, we support each other and our clients every step of the way."

"As an adviser, my goal is simple: to help people safeguard their dreams and aspirations against life's uncertainties."