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Paul Mellare
Paul has over 30 years’ experience helping clients in financial services. With a diverse professional background including business ownership, banking and finance as well as financial planning, Paul specialises in providing personalised financial planning advice on a holistic basis for high net wealth individuals and their families. Paul is a self-professed ‘Mr Fix-It’ and loves… -
George Sabini
George specialises in providing personalised financial planning advice on a holistic basis to ensure two important objectives are met for his clients, capital preservation and family wealth is maintained within the family. As an experienced private wealth advisor, he focuses his expertise on advising and servicing CEO’s, CFO’s, business owners and affluent family groups. With… -
Helen Russo
Financial freedom means more than a large sum of money in the bank. It means a release from the stress and worry involved in affording the present and planning for the future. Freedom is having the confidence that you can navigate a change of employment or a change of health. Believing you can come out… -
Bobbe Duncombe
Many individuals today find that there is a lot of “noise” in their financial world, often leaving them unsure of how best to plan for the future. People may be concerned that the complexities of their financial situation have not been fully addressed or they may be unable to articulate their goals into a practical… -
David Marasea
David Marasea commenced his career as a financial adviser in 2004; initially at a small boutique financial planning firm called Heraud Harrison, one of the founding firms that later merged to create the Shadforth Financial Group (SFG) in 2008. Finding that the corporate model suited his ideals about how best to serve client’s interests less… -
Chris Giaouris
Chris has been providing personal wealth management and financial advice since 2008; initially with a boutique firm “Heraud Harrison” who were one of the founding firms that later merged to create the Shadforth Financial Group (SFG). Finding that the corporate model suited his ideas about how best to serve client’s interests less and less, Chris… -
Conlie Salvemini
Helping you to get to the heart of what is truly important to you and your family is Conlie’s primary goal. He does this by encouraging you to step back and align your financial choices with your most important goals and deeply held values. He then drills down to help you uncover the opportunities that… -
Andrew Crews
Andrew has been in the financial services industry for over 15 years and has experience in both the accounting and financial planning professions, specialising in superannuation and investments. He builds long lasting relationships with clients by taking the time to get to know them, their beliefs, passions and goals and is committed to helping them… -
Alisa Honeyman
Alisa has established an excellent track record in helping clients achieve their financial goals by offering professional financial planning advice and exceptional ongoing personalised service. She believes in acting in the interest of the clients at all times and in building a strong trust relationship. Alisa has over 20 years of experience in the financial…
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SUBSCRIBE TO THE NEWSLETTER
Stay informed and on top of your financial game plan.
LEARNING CENTRE
Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.
PRIVATE WEALTH PROGRAM
Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.