Our people

Alistair Morgan


Private Client Adviser
Email: alistair.morgan@sfg.com.au
Phone: 08 8725 9242
Alistair holds a Bachelor of Business from University of South Australia, a Diploma and Advanced Diploma in Financial Services (Financial Planning) and Certificate IV in Financial Services (Finance and Mortgage Broking). Before joining Shadforth Financial Group he worked in management in an ASX20 listed company, and has been providing financial advice since 2007.

Alistair has extensive experience working with a wide spectrum of clients with different levels of complexity including high net worth. He is passionate about developing and maintaining long term relationships and enjoys helping clients achieve their personal financial goals. His strength is in applying his comprehensive technical knowledge to provide tailored solutions for all clients.

Alistair endorses the Financial Planning Association's push towards the total professionalism of the industry and regularly attends conferences, adviser briefings, and technical sessions. He also undertakes an FPA approved ongoing education program to ensure that the advice he provides is always informed and up-to-date.

 

Client Endorsement

"Alistair understands our requirements with respect to our business and our intention to retire in the new few years. He keeps us well informed on the performance of our investments and the alternative directions for our portfolio."

Darryl Hirth
Mount Gambier