Sally is a Private Client 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 also has a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest certification for financial advisers in the profession.
Sally was recognised in The Australian’s Top 50 Financial Advisers in Australia, in association with Barron’s in 2017 and 2018. She was also recognised for being in the Financial Standard's Top 50 most influential advisers in Australian in 2017. She was 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 was also awarded runner-up for Money Management's Australian Financial Planner of the Year 2013. 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.
Prior to joining Shadforth Financial Group, Sally was a financial adviser with Douglas Wenck, a boutique wealth management firm that became part of the merger to create Shadforth Financial Group ten years later.
Sally is highly experienced in providing personal advice on private wealth management, including cashflow and debt management, asset structuring, wealth creation and preservation strategies, self-managed superannuation funds, retirement planning, investment portfolio construction, Centrelink advice, estate planning guidance and life insurances.
Sally is trilingual (English, Vietnamese and Mandarin) and has assisted many migrants and refugees to develop an understanding of Australian culture. Sally also provides educational seminars to community groups and is very passionate about helping people make smarter and more sustainable financial decisions.
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 golf and tennis.