OUR STORY!

Glenda, Matt, Shannon and Todd have been working together for over 10 years to deliver great client outcomes.  Initially within a large institutional advice business and from 2019 in a more boutique and local practice – Pentagon Wealth.  Pentagon Wealth proudly calls Northern NSW home and our clients cover an area from south of Forster, across the border into southeast Queensland and west beyond Moree.

Much has changed in the financial planning profession over this period, but with decades of financial planning experience and an unwavering focus on our clients, the team has built strong and loyal client relationships.  Enhancing those relationships is our Adviser Assistant, Jody, who provides key support and additional experience to everything we do.

The Pentagon Wealth logo represents strong, vibrant and holistic support with our clients at the centre of everything we do. So, while some may equate wealth solely with financial security, we strongly believe wealth is found in the value of relationships, and the confidence and security that creates.

MEET THE TEAM!

Shannon Brown CFP®

DIRECTOR AND FINANCIAL ADVISER

Born and raised on the Mid North Coast with over 15 years of experience within the Financial Planning Industry. 

My goal is to deliver financial peace of mind to all my clients, by explaining complex strategies, in simple, easy to understand terms.

We embark on a journey together, constantly reviewing the financial strategy you have today, to make sure it continues to meet the ongoing needs of your future.

My clients value this relationship, as it has allowed them to become more confident in their financial position & excited for the years to come.

On the weekends you might see me at the local golf course, helping out in local community events or spending time with the family Anna, Jack, Sophie and Maggie (the dog).

Shannon Brown is an Authorised Representative of Pentagon Advisory Pty Ltd ABN 43 648 555 284 AFSL No. 530707

  • Phone : 0401 720 132

    Address : 2/157 Gordon Street Port Macquarie NSW 2444

Todd Cockshutt CFP®

DIRECTOR AND FINANCIAL ADVISER

I have been in the financial advice profession for over twenty years, with experience across boutique private firms and large institutions.

I enjoy the personal relationships formed with clients over many years and the real difference my advice has made to their quality of life.

We often talk more about our families than we do about financial matters, but when it does come to dealing with advice matters it is important to me that clients understand their plans in simple terms.

When my clients give me their feedback I am always pleased to hear that I listen, take time to explain complex concepts simply, and make them feel at ease.

Todd Cockshutt is an Authorised Representative of Pentagon Advisory Pty Ltd ABN 43 648 555 284 AFSL No. 530707

  • Phone : 0432 583 380

    Address : 2/157 Gordon Street Port Macquarie NSW 2444

Matthew Katon

MFinPlan,
Fellow Chartered Financial Practitioner®

DIRECTOR AND FINANCIAL ADVISER

I’m a Financial Planner who since 2007 has helped people across Northern NSW navigate through life’s transitions by delivering financial guidance and advice.

 I value each of my clients and I love helping new people, understanding that everybody views their financial world differently and have different goals. Through close relationships and careful planning I help my clients take smart steps to achieving their individual financial success.

I have a passion for my family, I am honest, I am determined, I love music and I am a very average, but passionate golfer.

I have my Master of Financial Planning (MFinPlan) and I am a Fellow Chartered Financial Practitioner (FChFP)

Matthew Katon is an Authorised Representative of Pentagon Advisory Pty Ltd ABN 43 648 555 284 AFSL No. 530707

  • Phone : 0423 450 165

    Email: matt@pentagonwealth.com.au

Glenda Thomas

Adv.Dip.FS (FP),
Fellow Chartered Financial Practitioner®
GradDipFinPlan

DIRECTOR AND FINANCIAL ADVISER

I have been part of the financial advice profession for over 30 years, expanding my knowledge through a progression of roles commencing as Financial Adviser Assistant in 1988, and then advancing through education and work experience to a Senior Financial Adviser position.

What I love about being a Financial Adviser is building long term relationships with my clients where we can collaborate and move forward to finding and understanding new pathways to achieve desired goals.

I hold a holistic interpretation of what wealth means, which is not limited to the wealth my clients achieve financially. I strive to assist individuals to achieve goals that support their hobbies, families, investment interests, retirement and their health. After working for many years in both regional and remote locations, I understand the uniqueness of each individuals story and tailor my advice to ensure that I am a positive influence on a person’s ability to achieve their own wealth.

When asking clients to describe how I have helped, the words often used are caring, compassionate, takes time to listen, easy to understand and professional.

Glenda Lennon is an Authorised Representative of Pentagon Advisory Pty Ltd ABN 43 648 555 284 AFSL No. 530707

  • Phone : 0456 777 287

Jody Katon

FINANCIAL ADVISER ASSISTANT

Born and raised in the small town of Bulahdelah, I have a wealth of administration experience starting out my professional career within the Accounting and Financial Service industry in 2006 taking me from office junior through to senior administration positions.

I gain professional satisfaction from finding efficiencies and improving process framework so that my team can deliver quality client outcomes sooner.

In my leisure time I am an active member of the Grafton Hockey Association where I participate as a member of the Baileys Hockey Club and coach my two daughters’ junior hockey team the Division Two Southies.

My why, my Zen and my happy place are one in the same, my family and home, I enjoy using my hands getting amongst something creative around our Witzig designed home with hopefully but not always willing young family.

  • Phone : 0401 318 264