Michael Burton

Principal - Private Client Advisor at Shadforth Financial Group Ltd

Michael Burton is a seasoned financial professional with extensive experience in private client advising and wealth management. Since August 2014, Michael has served as Principal - Private Client Advisor at Shadforth Financial Group Ltd, following the acquisition of Lachlan Partners Financial Services, which Michael co-founded. Michael specializes in wealth management, risk management, investment advice, and succession planning, leveraging a diverse background in accounting and consulting to offer expert guidance on family business governance and strategic planning. Michael also holds significant roles at Lachlan Partners, including National Head of Wealth Management and Director of Business Growth. Michael earned a Bachelor of Business Studies in Accountancy from Monash University between 1974 and 1978.

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


Employees

201-500

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