Shadforth Financial Group Ltd
Stuart Graham is a highly experienced financial professional with a strong background in financial advisory and actuarial consulting. Currently serving as a Private Wealth Adviser and Certified Financial Planner at Shadforth Financial Group Ltd since September 2008, Stuart specializes in providing strategic financial and portfolio advice, including superannuation, tax reduction strategies, SMSF advice, estate planning, and long-term cash flow analysis. Previous experience includes roles as a Financial Advisor at Haintz Financial Services, a Consulting Actuary at Towers Perrin in the UK, and an Actuarial Consultant at AMP Consulting. Stuart holds a CFA Charterholder designation from the CFA Institute and is a Fellow of the Institute of Actuaries of Australia. Educational credentials also include a Bachelor's Degree in Actuarial Science and Economics from the University of Melbourne.
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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