Shadforth Financial Group Ltd
Michelle Peters is a skilled professional currently serving as a Help Desk Specialist at Insignia Financial since November 2022, where responsibilities include providing telephonic and electronic support to advisers, coaching on compliance requirements, and improving data quality and service levels. In addition to this role, Michelle has been with Shadforth Financial Group Ltd. since August 2010, holding the position of Head Associate Adviser, leading a team of 13 members, ensuring compliance and quality in client service, and facilitating communication between advisers and the para-planning team. Michelle holds a Diploma of Financial Planning from Deakin University, demonstrating a strong foundation in financial services.
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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