Sally is a Private Wealth Adviser in the Brisbane office for the Shadforth Financial Group.
Sally holds a Bachelor of Business degree from Griffith University and was the top graduate from her year. She holds a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and the internationally recognised Certified Financial Planner® practitioner designation, the highest certification for financial advisers in the profession.
In 2021, 2020, 2019, 2018 and 2017, Sally has been recognised in The Australian’s Top 50 and Top 100 Financial Advisers in Australia, in association with Barron’s. She was recognised for being in the Financial Standard's Top 50 most influential advisers in Australian in 2017 and 2018 and awarded runner-up for Money Management’s Australian Financial Planner of the Year 2013. In 2015, she was an FPA Certified Financial Planner® Professional of the Year Finalist. She has been ranked in the top 50 financial advisers across Australia through the prestigious AFR Smart Investor Masterclass for Financial Planning 2012 and was named in the Top 10 in 2013.
Sally prides herself in providing exceptional personalised services to her clients. She partners with successful hard working families, business owners, executives, busy medical professionals and separated spouses to make the most of their financial future.
Away from work, Sally is married with two children. When she is not helping her clients, Sally is a doting mum who enjoys keeping her family active through bike riding, swimming, golfing and walking