Alicia is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.
Alicia holds a Masters of International Business from the University of Melbourne. She has also completed a Graduate Diploma in Financial Planning with the Securities Institute of Australia and is a CERTIFIED FINANCIAL PLANNER® practitioner.
Alicia began her financial planning career in 1999 and has been providing personal wealth management advice since. Over her career, she has developed specialised knowledge and extensive experience in the areas of superannuation, retirement strategies, taxation planning and portfolio management.
Alicia's approach is centred on developing a strong understanding of each client's situation and helping them achieve what is important through the implementation of high quality strategic advice. Her tailored strategies have assisted her clients from many different backgrounds to maximise their financial outcomes.