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Private Wealth Adviser, Hobart
Address: Level 3, 111 Macquarie Street, Hobart TAS
Phone: 03 6211 1111
About Finn
Finn is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.
Education and experience
Finn holds the following qualifications:
- combined Bachelor of Commerce and Bachelor of Information Systems degree (University of Tasmania)
- Graduate Diploma in Financial Planning through FINSIA
- Certified Financial Planner ® practitioner designation
- Member of the Financial Advice Association of Australia (FAAA).
He has been employed by Shadforth Financial Group since 2004 and has gained broad experience within the financial advice industry. Finn is passionate about developing and maintaining long term relationships with his clients and enjoys helping people achieve their personal financial goals. He specialises in strategic financial planning with extensive knowledge in superannuation, wealth accumulation, retirement strategies, taxation planning and portfolio management.
Finn's approach is to gain a strong understanding of his client's cash flow position, which then allows him to recommend the most suitable investments to help them achieve their financial goals. Finn enjoys providing answers to important questions like 'Can I retire now?', 'Can I afford to send my children to private school?' and 'Can I sustain and protect my current lifestyle?'
Awards and industry recognition
In 2023, 2022, 2021, 2019 and 2018 Finn was recognised in the Financial Standard Power 50 most influential advisers in Australia.
In 2017 he was recognised in The Australian’s Top 50 Financial Advisers in Australia, in association with Barron’s.
Outside of work
Away from work, Finn enjoys spending time with his family and friends, is a keen cyclist and likes to make the most of Tasmania's great outdoors. He lives in Hobart with his wife and two children.