Shadforth Financial Group Ltd
Shayne Sommer has extensive experience in the financial planning industry, serving as a Private Wealth Adviser at Shadforth Financial Group Ltd since June 2004, providing comprehensive advice across various financial aspects such as cash flow, lending, superannuation, and estate planning. Shayne has held multiple roles including Financial Adviser, Professional Development Consultant, and Client Relationship Manager, contributing to the education and guidance of clients in achieving their financial goals. In addition to practical financial advisory roles, Shayne serves as a Subject Matter Expert at Kaplan Professional and a Technical Reviewer for Pearson, contributing to the development and review of financial planning course materials. With a strong educational background that includes a Certified Financial Planner designation and a Bachelor of Arts in Journalism & Psychology, Shayne combines technical expertise with effective communication skills to enhance client relationships and educational outcomes in the financial sector.
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