Shadforth Financial Group Ltd
Lincoln Rego CFP® is a seasoned financial professional with extensive experience in wealth advising and financial planning. Currently serving as a Private Wealth Adviser at Shadforth Financial Group Ltd since July 2019, Lincoln Rego previously held the position of Associate Adviser at WP Financial Planners and Investment and Financial Partners Pty Ltd. Early career roles include paraplanning at Smith Coffey and an MBA intern position at Investment and Financial Partners Pty Ltd. Lincoln Rego possesses a strong educational background, holding a Bachelor of Commerce in Economics and Management from Curtin University, an MBA, and multiple financial planning certifications, including the CERTIFIED FINANCIAL PLANNER® designation and an Advanced Diploma of Financial Planning.
This person is not in the org chart
This person is not in any teams
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