About us

Our business is an award winning organisation with a history dating back to 1924 when Shadforths Limited, a boutique firm in Hobart, was established.

Our brand as we know it today - Shadforth Financial Group - was established in April 2008 through the merger of 14 specialist boutique wealth management and advisory firms. These 14 firms were united by a vision and passion for client focussed advice and the need to extend their individual capabilities by joining forces. Individually and collectively, we have established a track record of success, working with a diverse group of private clients and not-for-profit organisations.

We have grown over the years.  We are now a national network of advisers and accountants and have become one of Australia's leading financial and business advisory firms.

Clear, relevant and easy to understand advice is at the heart of everything we do. Once strategic advice recommendations have been agreed to we consider appropriate investments, complementary services (such as optimising your insurance or tax arrangements), implementation and administration solutions available. Together these elements make up our holistic advice offering to clients.

Our business

Our business consists of the following divisions:

Division Details Services

Shadforth Financial Group Limited

ABN 27 127 508 472 AFSL/ACL 318613

Financial advice and lending advice

Our financial advisers provide advice to help you protect you and your family, plan for your future and, as appropriate, to build a legacy. This is achieved via sound strategic planning, investment recommendations, portfolio management, stockbroking, superannuation, estate planning advice through estate planning specialists, as well as personal insurance advice.

Our lending specialists provide lending and mortgage advice.

Shadforth Insurance Brokers Pty Ltd

ABN 11 009 248 837 AFSL 238152

General insurance

For over 40 years we have been providing clients with advice about general insurance cover and security that's backed by prompt and efficient claims support.

As an insurance broker, we act on your behalf, not the agent of the insurer.

We are a member of the National Insurance Brokers Association (NIBA) the peak body of the insurance broking profession in Australia.

We are also a member of the Steadfast Group Ltd (Steadfast) which provides us with access to insurance products not publicly available and policy wording.

Shadforth Business Advisory Services Pty Ltd

ABN 32 129 725 097 ACN 129 729 097

Accounting, tax, business advisory and SMSF administration services

We work with both individuals and small-to-medium sized businesses to provide advice that is responsive, practical and commercial so that our clients achieve the best possible outcome.

We utilise our expertise in accounting, tax and business advisory services, to produce a range of management and financial reports that identify both opportunities and risks.  We analyse and interpret the results to help you make the right decisions.

We also provide SMSF administration services. Our range of services will ensure you receive timely and accurate information to help you make informed and timely decisions and reduce your risk of non-compliance.

Liability limited by a scheme approved under Professional Standards legislation.

Managed Portfolio Services LimitedABN 77 009 549 697 AFSL 233761

Stockbroking

We provide our clients with stockbroking services as a registered participant of the Australian Stock Exchange.

Recognition

Our mission is to make a difference in the lives of our clients. We are however proud of the public recognition and professional awards our people have received.

2015Money Management Fund Manager of the Year Awards' Young Achiever of the Year, Michael Stucken CFP®
2013Money Management's Australian Financial Planner of the Year: Runner up: Sally Huynh CFP®.
2013Financial Planning Association Best Practice Awards: State Winner: Tim Breen CFP®, Hobart TAS and State Runner Up: James McCulloch CFP®, Hobart TA
2013Our Shadforth advisers ranked in the top 10 of the AFR Smart Investor Masterclass 2013 Top 50 Financial Planners - Mat Taylor CFP®, Sally Huynh CFP®.
2013Our Shadforth advisers ranked in the top 50 of the AFR Smart Investor Masterclass 2013 Top 50 Financial Planners - Philip Gillard CFP®Nicole Bryant CFP®Daniel White CFP®, Brian Dooley CFP®, Drew Douglas CFP®, Ashley Davis CFP®, Wade Ritchie CFP®, Bruce Chisholm CFP®, Patrick Carden CFP®.
2012Best Practice Award for 2012, Tasmania, Tim Breen CFP®
2012Top ranked adviser in Australia by Masterclass 2012, Wade Ritchie CFP®
2012Our Shadforth advisers ranked amongst Australia's top 50 financial planners. Masterclass 2012. Wade Ritchie CFP®, Darren Higgs CFP®, Patrick Carden CFP®, Daniel White CFP®, Cameron Wenck CFP® , Sally Huynh CFP®
2011Our Shadforth advisers ranked amongst Australia's top 50 financial planners. Masterclass 2011.  Patrick Carden CFP®, Daniel White CFP®, Darren Higgs CFP® and Thabojan Rasiah CFP®