News from Shadforth

24 May 2018

By Shadforth Financial Group

Introducing our CEO

It is with pleasure that we announce that Terry Dillon is the new Chief Executive Officer (CEO) of Shadforth Financial Group. Having taken on the role of Acting CEO late last year, Terry has built on the strategic direction that was in place before him and has continued to refine our path forward.

"My main focus will be to strengthen the existing Shadforth professional services firm culture, that puts our clients’ best interests at the heart of everything we do. This client first thinking will inform all of our key initiatives including the digitalisation and further development of our unique cash flow and goals based advice tool," said Terry.

With a financial services career spanning 27 years, Terry has held senior advice roles with Integral Financial Planning, Precedent Financial Services and Plan B Wealth Management.

Terry has been with the IOOF and Shadforth business for over six years. He joined Shadforth when IOOF acquired the Plan B Wealth Management business, which Terry led in Western Australia. As an adviser himself for 20 years, and subsequently as a member of the Shadforth Leadership Team, Terry brings a high level of passion and empathy for the benefits of financial advice.

On a personal note, Terry enjoys spending time with his wife and two children as well as being a keen cyclist. Given the national nature of his role, Terry will be travelling frequently, and looks forward to meeting as many of you as possible.

Regarding the Royal Commission 

You may have been following the recent media coverage on the Royal Commission into misconduct in the banking, superannuation and financial services industry. The enquiry has highlighted where clients have been let down by the financial advice industry, and the misconduct of advisers from all parts of the industry including the banks, insurers and non-aligned advisers.

Whilst this is disappointing to the overall reputation of the financial planning industry, at Shadforth we are supportive of the Royal Commission, its investigations, and any actions to improve the quality and accessibility of financial advice for all Australians. As a professional services firm, we routinely look at areas where we can enhance our service offering and our processes to better serve our clients best interests, and this will remain our priority. This will ensure that we continue to stand out in the profession as providing high quality, trusted financial advice.

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