Shadforth Financial Group Ltd
Catherine Wills is an experienced Client Relationship Manager currently at Shadforth Financial Group Ltd since June 2020, previously holding the same position at the same company from February 2009 to November 2019. Catherine worked as an Administration Manager at Profectus Financial Partners for a brief period in 2019. Catherine has extensive background in broker support, having served at companies including J B Were, Merrill Lynch, Freeman Fox, and Tolhurst Noall. Catherine completed education at Our Lady of Mercy College from 1981 to 1984, and later at Caringbah High School from 1985 to 1986, culminating in high school certificates.
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Shadforth Financial Group Ltd
Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout regional and mainland Australia. Our collective heritage dates back to 1924 with the establishment of Shadforths Limited, a boutique stockbroking firm in Hobart. Shadforth Financial Group was established in April 2008 through the merger of 14 specialist firms. These 14 firms were united by a vision and passion for client focussed advice and the need to extend their individual capabilities by joining forces. Individually and collectively, we have established a track record of success, working with a diverse group of non-for-profit organisations and private clients. Our focus on providing transparent fee-based advice means we can make a real difference to our clients' outcomes. Our highly-qualified advisers offer personal financial advice, solutions and services that are tailored to each client’s unique set of circumstances and objectives. When you become a Shadforth client, we put you and those important to you, in control of your finances so you can enjoy the really important things in life. ABN 27 127 508 472 AFSL/ACL 318613 Part of the IOOF group