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Duncan Carey

Private Client Adviser at Shadforth Financial Group Ltd

Duncan Carey is a seasoned financial professional with extensive experience in client advisory and sales roles. Currently serving as a Private Client Adviser at Shadforth Financial Group Ltd since May 2015, Duncan previously worked as a Business Sales Consultant at Mobycom Group and Vodafone, along with property management at Rock Property. Duncan's career began in customer service at Commonwealth Bank. Academically, Duncan has pursued advanced studies in finance and financial planning from institutions such as CFA Institute, Kaplan Professional, and Southern Cross University, culminating in a Bachelor's Degree in Finance and Financial Management Services.

Location

Tasmania, 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


Employees

201-500

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