Shantel Evans

FShantel Evans is a dedicated Financial Adviser with a passion for helping clients achieve their financial goals. With over 18 years of experience in the financial services industry, Shantel brings skills, knowledge and expertise to every client interaction. Beginning her career as a trainee mortgage broker after high school, she quickly realised her passion for holistic financial planning and broadened her expertise beyond mortgages. 

Shantel holds a Master of Financial Planning from Kaplan Professional and has a keen interest in personal behavioral theories around investing. She finds it fascinating how psychology and decision-making patterns influence financial outcomes, using this knowledge to refine her investment strategies and help clients succeed. 

Her career is defined by her strategic, empowering, and rewarding approach.  

I am passionate about building long-term relationships with my clients, getting to know their unique circumstances, and tailoring financial strategies that align with their goals. 

 She believes that financial planning is not just about numbers but about people, and she works hard to ensure her clients feel supported throughout their financial journey. 

A proud Newcastle local, Shantel is deeply involved in her community, coaching kids’ footy and water polo teams, and participating in school P & C activities. When she’s not helping clients or volunteering, she enjoys spending time with her family, including her two children, Harry and Poppy, and their two dogs, Peppa and Rox.