Shadforth Financial Group Ltd
Jamie Basche, CFP, is a seasoned financial professional with over 13 years of experience in financial services. Currently serving as a Private Wealth Adviser at Shadforth Financial Group Ltd since November 2013, Jamie specializes in holistic financial solutions by collaborating with various trusted advisers. Previous roles include Financial Adviser at Moneyclip Private Wealth, where Jamie focused on accumulation and wealth creation strategies, and Financial Advisor at Dixon Advisory, providing tailored advice in superannuation and tax planning. Early career experiences encompass operational risk and compliance roles at major financial institutions, including MLC, Rand Merchant Bank, M&G Investment Management, and UBS. Jamie holds a Master's in Accounting from UNSW and has obtained several diplomas and certifications in financial planning.
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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