Harriet is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.
Harriet holds a Bachelor of Commerce and a Bachelor of Science with majors in Finance and Psychology from Monash University. She also holds the CERTIFIED FINANCIAL PLANNER® practitioner designation, which is the preeminent internationally recognised qualification of the financial planning profession. Harriet continues to study, constantly broadening her knowledge and expertise so as to deliver a high standard of advice to clients.
Harriet joined Shadforth Financial Group in 2012. She has specialist knowledge in areas such as cash flow modelling, wealth creation and protection, superannuation, retirement strategies and tax planning. Harriet firmly believes in providing personalised, holistic advice to clients and strives to assist clients in understanding, defining, and achieving their goals and objectives.
Away from work, Harriet enjoys spending time with family and friends. An avid traveler, Harriet is always planning her next holiday and travel adventure. Harriet is also involved with running the Women in Leadership Toastmasters group, which encourages women in the finance industry to improve their presentation and public speaking skills.