Private Client Adviser
Shayne is a Private Client Adviser in the North Sydney office for the Shadforth Financial Group.
Education and experience
Shayne maintains personal advice relationships with private clients as well as provides advice to corporate members and facilitates seminars for corporate clients. Shayne also provides technical training to our team across the country.
Shayne holds a Bachelor of Arts (Journalism/Psychology) from the University of Queensland, as well as a Graduate Diploma of Financial Planning. Shayne is a Certified Financial Planner® practitioner and Life Risk Specialist® professional with the Financial Planning Association of Australia (FPA).
Shayne’s background in communications and psychology allows her to communicate effectively to individuals and groups about a broad range of topics, from basic financial planning concepts to the challenging technical niches within the industry. Shayne also contributes to the Certified Financial Planner® certification program via the FPA and the Certified Practicing Accountant (CPA) program via Pearson Vue and CPA Australia.
Outside of work
Away from work, Shayne has been awarded her second dan black belt in karate, and feels the discipline taught within martial arts is applicable to financial planning practice. She is always looking for new challenges and has recently begun training for some 10km charity fun runs and other obstacle-based events.
Blogs by Shayne Sommer
27 Jun 2019
Do you have any resolutions for the new financial year?
18 Jul 2017
The answer may not be what you think.
30 May 2017
What’s the difference between cover owned personally and cover held via super?
09 May 2017
A few handy hints around developing #clevercredit habits.