Everalls Wealth Management
Robert Shelton is a highly experienced professional in the accounting and financial planning sectors. As the Managing Director of DFK Everalls since May 1993, Robert oversees the firm's strategy and client services while also managing Everalls Wealth Management, which specializes in comprehensive financial planning. Robert's previous roles include serving as a member of DFK International's Executive Committee and Chairman of the Board for DFK Australia New Zealand. Robert's career began at KPMG as an Accountant. Educational qualifications include a Master of Taxation from UNSW and a Bachelor of Commerce from The Australian National University.
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Everalls Wealth Management
Everalls Wealth Management (EWM) was formed by the DFK Everalls Group to provide a full suite of high quality, comprehensive & tax effective financial planning services. We are now one of the Top 5 Financial Planning firms in Canberra. EWM chose to be licenced through Capstone Financial Planning. Capstone is one of the largest privately owned licensees in Australia. Capstone is an independently owned and operated business, meaning they are not owned by a fund manager, insurance company or other financial institution. Our association with Capstone allows choice, flexibility and autonomy in our advice, meaning we are not limited to particular products. We have a broad range of financial planning solutions available, allowing the advice we provide to be tailored to your individual situation. Talk to us about how to Retire in style Protect your family Take control of your super Achieve your financial goals Achieving these types of financial goals is much easier with advice from the experts. EWM delivers exceptional quality strategic financial and investment planning combined with portfolio management. We aim for nothing less than unsurpassed client satisfaction in financial planning. EWM offers a comprehensive approach to all of your financial planning needs and will customise a unique solution to suit your individual unique situation.