Private Client Adviser
Ray is a Private Client Adviser in the Brisbane office for the Shadforth Financial Group.
Education and experience
Ray holds a Diploma in Financial Planning from Deakin University. He is a Certified Financial Planner® practitioner, the highest certification for financial advisers in the profession. He is also a member of the Financial Planning Association of Australia.
Ray has been working in the financial services industry since 1996. Prior to joining Shadforth in 2016, Ray owned a financial planning practice as well as gained experience working in other financial planning businesses.
Ray’s professional experience, combined with his qualifications, position him well to assist clients to achieve what is important to them in regard to their finances. Ray is able to assist clients with investments, superannuation, retirement, cash flow management, wealth creation, risk management and estate planning advice.
Outside of work
Away from work, Ray enjoys spending time with his wife and two children. Ray is actively involved in his local community.