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Jackie Kirkwood
Private Wealth Adviser, Hobart
Address: Level 3, 111 Macquarie Street, Hobart TAS
Phone: 03 6211 1111
About Jackie
Jackie is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.
Jackie prides herself on building enduring relationships and providing tailored solutions that deliver optimal outcomes for her clients. She works with a broad range of individuals, from busy professionals with complex needs who are looking to outsource their financial affairs, through to 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
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 Advice Association Australia (FAAA).
Jackie commenced her career in the financial services industry in South Africa over 30 years ago and relocated to Hobart in 2001, where she continues to deliver strategic and holistic advice to high net worth, institutional and not-for-profit clients.
Awards and industry recognition
Jackie has been recognised with the following awards:
- The Financial Standard Power 50 in 2023
- The Financial Standard Power 50 in 2022
- Financial Adviser of the Year at the Women in Finance Awards in 2020
What my clients say...
We feel confident in these uncertain times that we can continue to maintain our present comfortable lifestyle.
Robert Dawkins (client since 2018)
Being made aware of the Managed Portfolio Service and making the decision to use it. Simply put, I feel we do not need to unnecessarily stress or worry about our funds while they are being overseen by Jackie Kirkwood.
Helen Rose (client since 2019)
Outside of work
Away from work, Jackie enjoys keeping fit, travelling and spending quality time with her husband Murray and their two adorable sausage dogs, Rosie and Lola.