Continued success in Australia's Top 50 Financial Advisers
15 Jun 2018
By Shadforth Financial Group
We are proud to announce that we have taken out 11 spots in Barron’s Top 50 list of Australian financial advisers, as ranked by the respected New York-based financial investment publisher. Once again, we had the highest number of advisers in the top 50 of any individual advice firm.
The annual survey, now in its second year in Australia, recognises leaders in the financial services sector and was published in The Australian’s The Deal magazine. Applicants were required to answer more than 70 questions about their practice, on topics such as financial performance, education, credentials, and commitment to charitable and philanthropic work.
This is the second year running our advisers featured prominently. In 2017 we were awarded eight of the top 50 spots. Half of those advisers maintained a position in the top 50 this year, with seven new entrants being recognised by Barron’s for the first time.
Terry Dillon, Shadforth Financial Group's CEO said, “It’s fantastic to see our best-in-class adviser talent recognised for the second year in a row. It demonstrates our ability to consistently deliver exceptional outcomes for our clients.”
“Our goals-based advice model means we put our clients at the centre of everything we do, through focusing on the best outcomes for them, today and tomorrow. As a national professional services firm, I’m pleased to see our geographical spread across Australia is well represented in the rankings.”
- Phillip Gillard (NSW) – rank 18
- Michael Lee (WA) – rank 19
- Sally Huynh (QLD) – rank 15
- Michael Dwyer (QLD) – rank 24
- Campbell Sorell (VIC) – rank 28
- David Raits (VIC) – rank 35
- Brad Wira (WA) – rank 37
- Daniel White (QLD) – rank 40
- Kyoung Walker (VIC) – rank 43
- Andrew Harrison (NSW) – rank 44
- Andrew Pidgeon (WA) – rank 47
The full list was published on Friday, June 15 in The Australian's monthly magazine, The Deal.
About the publication
Barron’s is a respected 96-year old American financial publication which has been ranking advisers in the USA for 13 years. In conjunction with The Australian's business magazine, The Deal, the Top 50 Financial Advisers in Australia is based on 73 questions covering everything from the financial performance of the advisers’ practices to their credentials, their education, and their charitable and philanthropic work. Their goal in Australia, as it is in the States, is to provide consumers with a selection of quality advisers and to establish a benchmark for a high standard of client care that all advisers can emulate.
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