Shadforth Financial Group Ltd
Trent Daly has over 30 years of experience in the financial services industry, currently serving as a Private Client Adviser at Shadforth Financial Group Ltd since February 2010. Prior to this role, Trent worked as a Financial Planner at BT Financial Group from November 2000 to January 2010 and held various banking, legal, and financial planning roles at Westpac from November 1992 to January 2010, accumulating a decade of financial planning expertise. Earlier in their career, Trent was a Clerk at Blake Dawson in 1992. Educational qualifications include a Graduate Diploma in Financial Planning from Kaplan Professional and a Diploma in Financial Markets, Investments, and Securities from the Securities Institute of Australia. Trent completed secondary education at St Edmunds College from 1986 to 1991.
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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