Shanna McLean

Client Service Officer


Shanna has been working in the financial services industry for several years and enjoys building and maintaining client relationships. Her focus is delivering a timely, reliable and professional service to all clients, ensuring their needs are met in a positive manner, while assisting advisers and team members alike.

Shanna’s knowledge and experience has grown over the years giving her the skills to take on any task at hand. She enjoy taking on new challenges while remaining organised and assertive to ensure she gets the job done.

Outside of work, Shanna enjoys spending time with family and delving into various forms of creativity such as dance, art and a bit of baking!