Private Client Adviser
Les is a Private Client Adviser in the Brisbane office for the Shadforth Financial Group.
Education and experience
Les holds a Bachelor of Business (Management) and a Bachelors of Arts from Monash University in Melbourne. He has completed his Advanced Diploma of Financial Planning and is working towards becoming a CERTIFIED FINANCIAL PLANNER® practitioner. Les is a member of the Financial Planning Association of Australia.
Les has been providing personal financial advice since 2008. Prior to joining Shadforth Financial Group, he provided personal financial advice for NAB/MLC Advice, the boutique wealth management firm Merit Plan that was acquired by Big Sky Financial Planning and Westpac.
Les helps professionals, pre-retirees and retired clients make smart decisions about their money to achieve their financial goals. Les believes real outcomes can be achieved by helping clients understand personal cash flow management, debt reduction, wealth accumulation and evidence-based investing, asset protection through personal and business insurance, and pre and post retirement planning. Les also provides personal advice on self-managed super funds, Centrelink and estate planning guidance.
Outside of work
Away from work, Les enjoys fishing and camping, is a sports enthusiast and is an active member of Rotary International supporting his local community. Les is married with two children.