Chris McSwain

Private Client Adviser at Shadforth Financial Group Ltd

Chris McSwain is a seasoned finance professional with extensive experience in financial planning and tax management. Currently serving as a Private Client Adviser at Shadforth Financial Group Ltd since February 2013, Chris focuses on building client relationships and providing valuable financial insights. Previous roles include Senior Financial Planner at Westpac, Principal at RI Advice, and Associate Financial Advisor at Goldman Sachs JBWere, enriching expertise in wealth planning. Earlier career highlights encompass significant positions such as Taxation Manager at Toyota Motor Corporation Australia, Head of Tax International and Financial Controller at Colonial Limited, and Taxation Accountant at EY. Chris holds a Masters of Business Administration from the University of Melbourne, a Postgraduate Diploma in Chartered Accountancy, and a Bachelor of Commerce.

Location

Melbourne, 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


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Employees

201-500

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