News from Shadforth

28 Aug 2018

By Shadforth Financial Group

Shadforth financial advisers awarded the highest number of top 50 spots in respected industry survey

We are proud to announce that we have taken out 11 of the 50 spots in Barron’s Top 50 list of Australian financial advisers. Barron’s is a respected New York-based financial investment publisher whose annual survey, now in its second year in Australia, recognises leaders in the financial services sector. The results were published in the Australian newspaper’s The Deal magazine in June 2018.

This is the second year running that Shadforth has had the highest number of advisers in the top 50 of any individual advice firm.

The results were based on the answers to 70 questions on topics such as financial performance, education, credentials and commitment to charitable and philanthropic work.

Terry Dillon, Shadforth Financial Group 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.”

Congratulations to:
RankingPrivate Client AdviserLocation
18Phillip GillardNSW
19Michael LeeWA
23Sally HuynhQLD
24Michael DwyerQLD
28Campbell SorellVIC
35David RaitsVIC
37Brad WiraWA
40Daniel WhiteQLD
43Kyoung WalkerVIC
44Andrew HarrisonNSW
47Andrew PidgeonWA

Raising funds for juvenile diabetes

At the end of April, Team Shadforth participated in the Juvenile Diabetes Research Foundation (JDRF) One Ride in South Australia’s Barossa Valley. The team was represented by members from our Melbourne, Hobart and Sydney offices. Most of the team took up the 120km ride and four members completed the full 170km challenge.

Throughout the year they received donations and raised funds from organising events such as a staff morning tea, Christmas carols and a trivia night. In total, they raised over $52,500 for Type 1 Diabetes research.

Since 2011, over 65 staff members have participated in the event and their ongoing fundraising efforts have raised over $236,000 for the cause.

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