Shadforth Financial Group Ltd
Ashley Davis has extensive experience in the financial services industry, beginning as a paraplanner at Ellwood Barry McPherson Pty Ltd from August 1997 to February 2000, where foundational knowledge in financial planning was established. Subsequently, Ashley served as an adviser at Advice For Life Pty Ltd from March 2000 to September 2003, assisting over 150 clients and building a significant client base. Returning to EBM in November 2003, Ashley advanced to Associate Director in July 2005 and became Director in July 2006. In April 2008, following a merger of EBM with multiple firms, Ashley joined Shadforth Financial Group Ltd as a Private Client Adviser, focusing on helping clients meet their financial objectives. Educational qualifications include a Bachelor of Commerce and a Bachelor of Economics from The University of Queensland, along with a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
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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