Shannon is the Founding Director of Smart Business Solutions Group including Smart Private Wealth and Smart Mortgage & Lending.

With a career spanning global firms in New York, Prague, Amsterdam and Melbourne, before settling back to the Peninsula, Shannon established Smart Business Solutions Group in 2007. Shannon is an active investor with a specialised interest in property portfolios, SMSF and superannuation strategies, and applying her business tax expertise to ensure our clients wealth is considered holistically, always looking to ensuring investments are suitable from an individual and structural perspective.

As the most awarded individual advisory professional, and the leader of the most awarded business advisory firm on the Mornington Peninsula, Shannon and the team at Smart Mortgage & Lending are your partners in wealth accumulation, protection and management for today and beyond.

Daniel specialises in providing small and medium businesses with indispensable business consulting and tax advisory services, catering to those eager to take a more hands-on approach to their enterprises, gain a comprehensive understanding of their financial metrics, and foster sustainable business growth. For businesses seeking to propel their performance and growth, Daniel collaborates closely, guiding them beyond the confines of traditional accounting and tax compliance. He champions a higher-level business strategy that empowers his clients to thrive in today's dynamic business landscape. 

With a natural ability to break down complex financial matters into clear, practical advice, Josh ensures that businesses feel supported and empowered in their financial decisions. His passion for working with people-first business owners makes him a perfect fit for the small business community, where real relationships and genuine advice matter most. Josh is responsible for overseeing compliance, tax, and business advisory services for a diverse range of clients. His approach is hands-on, ensuring clients receive proactive, tailored financial advice that aligns with their business goals.