Private Client Adviser
Jackie is a Private Client Adviser in the Hobart office for the Shadforth Financial Group.
Education and experience
Jackie holds an Advanced Diploma in Financial Services (Financial Planning) as well as the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the industry's highest accreditation. She is a member of the Financial Planning Association.
Jackie has over 24 years' experience in both the Australian and South African financial services industries. She primarily works with busy professionals who are looking to outsource their financial affairs to maximise quality time with family and friends. She also works with more mature professionals and small business owners who are looking to cut back on work and spend time pursuing more pleasurable pursuits such as travel or time with their grandchildren. In addition to excellent technical skills, Jackie believes that empathy, caring and a true understanding of a client's personal and financial position will build stronger and more trusting long term relationships.
Keeping current is imperative in the financial services industry, and Jackie achieves this as a tutor and lecturer in financial planning at the University of Tasmania.
Outside of work
Away from work, Jackie is a keen runner and has recently achieved one of her greatest personal goals by completing the Gold Coast marathon. Born and raised in South Africa, Jackie and her husband Murray immigrated to Australia in 2001 and have well and truly adapted to the 'Aussie' way of life.
Jackie has helped us immensely in securing our future financially and restoring our confidence to set and achieve our goals like purchasing our dream home which we initially thought would be unattainable. She models our cashflow and reviews it on an annual basis to assist us in making both short and long term financial goals, which keeps us accountable! She advises us on our insurance needs and has implemented life, trauma and TBD insurance, giving us assurance that if something were to occur, we are covered/protected. Jackie has taken the time and effort to understand our family and circumstances, and we trust her to provide us with sound financial advice.
Jessica and Karl Walker
As new clients, we briefed Jackie that (possibly like most retirees) we wished to safely maintain our capital while maximising income. She approached the challenge incredibly intelligently, meticulously gathering all of our information and explaining all the intricacies of her suggestions without ever being patronising. She then applied her very up-to-date knowledge of financial rules and regulations to our chosen pathways. She streamlined the way our affairs were arranged and we have emerged at the end of the last financial year in our most enviable position to date. Jackie has helped us achieve our goals admirably.
We enjoy our meetings with Jackie because she is personable, sincere and consistently applies her considerable knowledge and intelligence to our benefit. We especially appreciate the clarity of her thinking and her ability to explain important financial concepts that previous financial advisers had glossed over. When something needs to be done, Jackie always generously offers to help us out in a timely and efficient manner – her clients really matter to her.
Kevin and Christine