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.
Delivering sustainable wealth to secure your prosperous future
Your future in safe hands
Achieve financial peace of mind with our expert wealth management advice and strategies.
Our Services
Wealth Management
Superannuation
Retirement Services
A Tailored & Transparent Approach
We are an experienced and trusted boutique financial advisory firm.
At JP Wealth Management, we pride ourselves on providing wealth management solutions tailored to each client. We ensure that our clients truly understand their investment strategies and portfolio performance, with transparency integral to building a trusting relationship. Our hands-on approach allows us to monitor performance thoroughly – ensuring strong results are generated for a secure future.
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Meet Our People
Certified specialists delivering expert advice
Brendan Shannan
Director
Brendan is the Director of JP Wealth Management. 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.
John Siev
Paraplanner
John 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.
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.
