Sally holds the internationally recognised Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry. In addition, she has a combined Bachelor of Economics and Bachelor of Business Degree from the University of Tasmania, as well as a Graduate Diploma of Applied Finance majoring in Financial Planning.
Prior to moving into the Private Client Adviser role, Sally was the Head Associate Adviser in Tasmania. She was responsible for the technical training of advisory staff across the state in addition to managing the Associate Adviser team. In this role, Sally was the Tasmanian representative on the Shadforth Financial Group’s Technical Committee.
Before joining Shadforth Financial Group as an Associate Adviser in 2008, Sally worked for the Tasmanian Department of Treasury and Finance. Sally is also a member of the Financial Planning Association (FPA).
Sally specialises in providing strategic financial planning advice to private clients with a focus on retirement planning, wealth accumulation, superannuation and Centrelink advice.