Your trusted and innovative specialists in wealth management
Dedicated to ensuring each client receives the highest quality tailored wealth management solutions to secure their financial wealth.
Meet our People
About Us
At JP Wealth Management, we are dedicated to helping our clients build financial security and sustainable wealth through tailored advice and a hands-on approach. With over $200M FUM, our team of experienced wealth managers has a long history of providing expert recommendations to help our clients reach their goals. We take great care in ensuring each client’s portfolio is managed in-house to maximise returns, and with extensive experience managing portfolios, we have the knowledge and expertise needed to help our clients create a secure future they can depend on.
Our Approach
Tailored Approach
We recognise that each of our clients has distinct aspirations and requirements. That is precisely why we tailor our strategy to meet each individual’s specific needs, helping them protect their financial future.
Transparency
Transparency is paramount when it comes to our investment strategies and portfolio performance. Our dedication to honesty ensures that our clients have complete confidence in our services. Our team is committed to acting solely in our clients’ best interests, offering skilled counsel and guidance every step of the way throughout their wealth management journey.
Experienced Certified Specialists
Our team consists of highly experienced certified wealth management professionals who make it a priority to understand the unique financial objectives and ambitions of each client.
Up-to-date Advice
Every team member is up-to-date on the latest news, trends and regulations within the industry, ensuring that all decisions taken are based on sound and leading advice.
Securing Futures
We manage portfolios in-house rather than on platforms or master trusts, which can incur additional fees. By having direct title over assets, our clients have peace of mind knowing that their investments are secure and well looked after under our management.
Meet Our People
Certified specialists delivering expert advice
Brendan Shannan
Director
Brendan is the Director of JP Wealth Management. Prior to joining JP Wealth Management in 2005, he held senior management positions with funds management and Life Offices. Brendan is an expert in Trusts, Companies, and Self-Managed Super Fund structures. He partners with accountants and solicitors to provide valuable advice and support to their clients. Brendan has been recognised for his exceptional performance, winning Individual National Business Development Excellence Awards twice during his corporate career. His areas of expertise cover financial planning, investment advice, direct shares, Self-Managed Superannuation funds (SMSFs), estate planning, and personal risk management. He is completely dedicated to delivering unbiased and transparent expert advice, with no ties to any institution or party that could influence the advice process. Brendan holds a Bachelor’s degree in Commerce, a Diploma in Financial Planning, and is a Certified Financial Planner. He is also a qualified CPA and RG146 Compliant. Brendan has a passion for cycling and is a keen follower of the AFL.
John Siev
Paraplanner
John is a Paraplanner, focusing on Wealth Management. He provides technical support, financial planning recommendations and prepares comprehensive advice documents. John has a degree in Commerce, majoring in Accounting and Finance, from The University of Melbourne and a Diploma in Financial Planning from Kaplan Professional. He enjoys maintaining a healthy lifestyle and is a big fan of the LA Lakers in the NBA.
Angela Taddeo
Client Service Officer – Wealth Management
Angela is a Client Service Officer, focusing on Wealth Management & Administration. She is an expert in customer service, specialising in providing high quality client support and building strong relationships with our clients. She loves spending time with her young family, as well as cooking, travelling, and exploring the restaurant and wine scene.