About Edward

Edward is a Private Wealth Adviser in the Perth office for the Shadforth Financial Group.

Education and experience

Edward holds a Bachelor of Commerce (Financial Planning) and was admitted to the Dean’s Merit List on graduation. He is a member of the Financial Planning Association of Australia (FPA) and the SMSF Association, holding their highly regarded SMSF Specialist AdviserTM (SSATM) accreditation. Edward has also completed the industry standard Financial Adviser’s Examination.

Edward has been involved in the provision of personal financial advice since 2013. Over this time, he has built specialised knowledge in wealth accumulation strategies, retirement planning, life insurance, cash flow management, tax optimisation strategies and portfolio construction. Edward’s clients rely on him to simplify their complicated lives.

Edward is always looking to increase the number of families that he works with and invites those interested to read his articles.

Outside of work

Away from work, Edward enjoys spending time with his young family, trying new coffee and wines, as well as home improvement projects.