Shadforth Financial Group Ltd
Olivia Chang is a seasoned professional in client relationship management with extensive experience in the financial services sector. Currently serving as a Client Relationship Manager at Shadforth Financial Group Ltd since November 2021, Olivia oversees client interactions, database management, and documentation preparation, ensuring timely implementation of client recommendations. Previous roles include Administration at Strategic Financial Solutions, where Olivia managed client accounts and provided investment solutions, and Financial Planning Administration Assistant at Wilson Pateras, focusing on database management within the XPlan environment. Olivia's background also includes significant administrative and accounting roles, as well as educational experience as a Trainer's Assistant, coupled with a strong academic foundation in financial planning and accounting.
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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