News from Shadforth

27 Feb 2017

By Shadforth Financial Group

Help us to enhance our services

We are committed to continually enhancing the services we provide to you. To help us do this we will soon launch a Client Experience Survey.

This online survey is being run on our behalf by an independent research company, the Beddoes Institute (www.beddoesinstitute.com.au), during late February and early March. Your feedback will provide us with a good way of measuring what you think of the current services we offer you — and enable us to identify where and how we can improve.

All of our active clients will be invited to participate in this survey and we very much hope you will get involved. Obtaining feedback from a large number of clients is critical to boosting the value of the insights and observations the survey aims to discover. This survey is a great opportunity for you to have your say about how we can enhance the services we offer.

For more information please contact your Private Client Adviser.

Australia Day honours

We are delighted that Kevin Bailey, one of our founders and original directors, has been appointed a Member of the Order of Australia in the recent Australia Day honours. Early in his career, Kevin served with the SAS Regiment in the Australian Army before becoming a practising financial adviser. In 1996 he established The Money Managers, later to become part of our Shadforth business, where he led our Philanthropic Services division.

During his career in the financial planning industry, Kevin also wrote two finance and investment books — Your Money and Money Guide 2. He also contributed as a columnist to the Herald Sun and presented radio talkback programs for the ABC and 3AW. From 2001   to 2004, the Federal Government appointed Kevin to the National Advisory Committee on Ageing.

Kevin was also active in his work in East Timor, where he was the Honorary Consul General for East Timor from independence in 2002 until 2013. He was a Director of Action Aid Australia and remains active in providing aid to East Timor, India and other developing economies through several charitable organisations.

After a distinguished career in financial planning, Kevin left our Shadforth business in 2014 to wholly concentrate on his philanthropic pursuits working on the boards of several community based organisations.

The Australia Day honour recognises Kevin’s significant philanthropic and community work and also his support for the people of Timor-Leste. He was also recognised for his work in the financial planning sector and his advocacy through the FPA (Financial Planning Association) and the FPA’s Future2 Foundation.

This is an outstanding accolade for Kevin. We are very proud of his achievements in the philanthropic sector and his significant contribution to the growth and development of Shadforth and its staff. - Angus Benbow, CEO of Shadforth Financial Group

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