News from Shadforth

28 Aug 2017

By Shadforth Financial Group

We are proud to announce that eight of our financial advisers have been recognised in the inaugural Top 50 Financial Advisers in Australia, as published in 21 July’s edition of The Deal, The Australian's business magazine.

Shadforth had the highest number of advisers in the top 50 of any individual advice firm, with the following advisers recognised:

Particular congratulations to Phillip Gillard and Campbell Sorell who both achieved recognition in the Top 10.

“This is a fantastic achievement for our firm with each of our state offices represented. It also highlights the quality of Shadforth nationally and re-affirms our client-centric and goals-based approach to advice,” said Angus Benbow, CEO Shadforth Financial Group.

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.

Read the full article in ‘The Deal’.

Step Up for MSWA sponsorship

We were proud to once again sponsor the Shadforth Financial Group Step Up for MSWA event in June. Early on a Sunday morning, 1,027 participants climbed 1,103 stairs to raise over $225,000 to support Western Australians living with MS and other neurological conditions. Seven volunteers from our Shadforth Perth office donated their time to help out on the day, joining nearly 100 other volunteers. We’re proud to have been part of this great event and support such an important cause.

Educational guides