The Financial Planning Association of Australia The Financial Planning Association of Australia

Alistair Morgan, CFP®

Name Alistair Morgan CFP®
Company Shadforth Financial Group Ltd
Address 37 Helen Street
Mount Gambier, SA 5290
Phone 08 87259242
Mobile 0458647196

I hold a Bachelor of Business from the University of South Australia, a Diploma and Advanced Diploma in Financial Services (Financial Planning) and a Certificate IV in Financial Services (Finance and Mortgage Broking). I have also obtained the Certified Financial Planner™ practitioner designation, the highest certification within the financial planning industry.

Before joining Shadforth Financial Group I worked in management in an ASX200 listed company. I have been providing financial advice since 2008, and have worked with a broad spectrum of clients, including high net worth individuals.

I am passionate about developing and maintaining long term relationships and enjoy helping people achieve their personal financial goals. I specialise in working with those in business, especially primary producers. I enjoy working with these clients to enable them to live the lives they want, through being able to make informed choices including succession planning.

I also specialise in develping personalised personal insurance solutions for clients, including Income Protection, and Retirement Planning and Cashflow Management for people in all stages of their lives.

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