You also need to work with other professionals.
“Going forward, I see as financial advisers we’ll be the principal wealth adviser for the client, so we’ll co-ordinate, manage and implement the strategy for the client. That role is going to encompass things like lifestyle goals, cashflow management, super, estate planning, investment planning, risk management, asset protection, debt management, salary packaging and, of course, retirement planning.”
PLANNER PROFILE
Name: Charles Badenach
Position: Private client adviser, principal, shareholder, Shadforth Financial Group
Years in financial planning/financial services: 10
Qualifications: CFP, BA, LLB, DipFP, GDipAppFin, JP
Industry background and experience: Prior to joining Shadforth, worked at Murdoch Clarke, a major Tasmanian legal firm specialising in commercial law. Involved in a number of community and industry-based bodies both as a trustee or board member, including Shadforth’s Board of Advice. Regular speaker at both professional and community-based forums in Tasmania.
