Matthew White

Senior Associate Adviser at Shadforth Financial Group Ltd

Matthew White has extensive experience in the financial services industry, currently serving as a Senior Associate Adviser at Shadforth Financial Group Ltd since 2020, following roles as an Associate Financial Advisor and Paraplanner within the same organization. Prior experience includes the position of Dealers Assistant at Bell Potter Securities from November 2017 to 2019. Matthew White holds a Graduate Diploma in Financial Planning and Services from Kaplan, obtained between 2021 and 2023, and a Bachelor of Business in Economics & Finance from the University of Tasmania, completed in 2019.

Location

Brisbane, 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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