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 consists of the following divisions:
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.
IOOF Insurance Brokers Pty Ltd
ABN 11 009 248 837 AFSL 238152
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 Limited||ABN 77 009 549 697 AFSL 233761|
We provide our clients with stockbroking services as a registered participant of the Australian Stock Exchange.
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.
Top 50 Financial Advisers in Australia as named by Barron's and The Deal, The Australian's business magazine: Phillip Gillard CFP®(NSW) – rank 18, Michael Lee CFP® (WA) – rank 19, Sally Huynh CFP® (QLD) – rank 23, Michael Dwyer CFP® (QLD) – rank 24, Campbell Sorell CFP® (VIC) – rank 28, David Raits CFP® (VIC) – rank 35, Brad Wira CFP® (WA) – rank 37, Daniel White CFP® (QLD) – rank 40, Kyoung Walker CFP® (VIC) – rank 43, Andrew Harrison CFP® (NSW) – rank 44, Andrew Pidgeon CFP® (WA) – rank 46.
|2018||The Financial standard Power50 is the 50 most influential financial advisers in Australia according to the readers of Financial Standard (FS) and FS Advice. In 2018 eight of our advisers were honoured: Andrew Harrison (NSW), Sally Huynh (QLD), Daniel White (QLD), Finn Dorney (TAS), Kyoung Walker (VIC), Campbell Sorell (VIC), Andrew Pidgeon (WA) and Simon Growden (WA)|
|2018||Adviser of the Year Award: Finalist: Jackie Kirkwood PCA|
|2018||Connective Excellence Awards: Finalist Best All-Round Broker of the Year for Victoria: Mark Guglielmino (VIC/SA) and Finalist for Best Newcomer for WA Cale Walsh|
Top 50 Financial Advisers in Australia as named by Barron's and The Deal, The Australian's business magazine: Phillip Gillard CFP®(NSW) – rank 5, Campbell Sorell CFP® (VIC) – rank 7, Sally Huynh CFP® (QLD) – rank 15, Jeremy Taylor CFP® (VIC) – rank 16, Daniel White CFP® (QLD) – rank 21, Simon Growden CFP® (WA) – rank 31, Craig Butler CFP® (WA) – rank 36, Finn Dorney CFP® (TAS) – rank 46.
|2017||The Financial standard Power50 is the 50 most influential financial advisers in Australia according to the readers of Financial Standard (FS) and FS Advice. In 2017 three of our advisers were named: Simon Growden (WA), Campbell Sorell (VIC) and Thabojan Rasiah (VIC).|
|2015||Money Management Fund Manager of the Year Awards' Young Achiever of the Year, Michael Stucken CFP®|
|2013||Money Management's Australian Financial Planner of the Year: Runner up: Sally Huynh CFP®.|
|2013||Financial Planning Association Best Practice Awards: State Winner: Tim Breen CFP®, Hobart TAS and State Runner Up: James McCulloch CFP®, Hobart TA|
|2013||Our Shadforth advisers ranked in the top 10 of the AFR Smart Investor Masterclass 2013 Top 50 Financial Planners - Mat Taylor CFP®, Sally Huynh CFP®.|
|2013||Our 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®.|
|2012||Best Practice Award for 2012, Tasmania - Tim Breen CFP®|
|2012||Top ranked adviser in Australia by Masterclass 2012 - Wade Ritchie CFP®|
|2012||Our 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®|
|2011||Our Shadforth advisers ranked amongst Australia's top 50 financial planners. Masterclass 2011 - Patrick Carden CFP®, Daniel White CFP®, Darren Higgs CFP®|
|2009||Our Shadforth advisers ranked amongst Australia's top 50 financial planners. Masterclass 2009 - Campbell Sorell CFP®|
|2008||Our Shadforth advisers ranked in the AFR Smart Investor Masterclass 2008 Top 50 Financial Planners - Gary Mitchell CFP® SSA|
Our leadership team
- Terry Dillon - Chief Executive Officer
- Dermot Lindsay - National Head of Specialist Advice
- Adrian Kwa - National Head of Advice
- Paul Farmer - National Head of Operations
- Phil Thew - Head of Shadforth, NSW & ACT
- Cathy Mackey - Head of Shadforth, QLD
- Rob Petrie - Head of Shadforth, VIC and SA
- Gene Phair - Head of Shadforth, TAS
- Rob Teune - Head of Shadforth, WA