About Me

I am a Private Client Adviser with 30 years experience in the Financial Services industry. I hold the dual qualifications of CFP (Certified Financial Planner) and CPA (Certified Practising Accountant). I have been a CPA since 1994, and designated a Financial Planning Specialist (FPS) by CPA Australia in 2000. I hold a Bachelor of Business (Accountancy) from RMIT University in Melbourne (formerly Phillip Institute of Technology). More recently I have completed the CFP program with the Financial Planning Association. My passion is to improve my clients lives by improving their financial position. This requires me to truly understand their values as well as their material needs and wants. I can then translate complex financial information into meaningful outcomes, to provide them with greater control and clarity over their financial and investment decisions. Personal advice with me starts with a discovery meeting, I am happy to offer you an obligation-free appointment at Shadforth’s expense, to commence discussing your financial challenges, goals, and objectives.