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

Finn Dorney, CFP®


Name Finn Dorney, CFP®
Company Shadforth Financial Group
Address Level 3
111 Macquarie Street
Hobart, TAS 7000
Phone 03 62111111
Email [email protected]
Website http://shadforth.co/1dYVhmB

I holds a combined Bachelor of Commerce and Bachelor of Information Systems degree from the University of Tasmania, as well as a Graduate Diploma in Financial Planning through FINSIA. I also holds the internationally recognised Certified Financial Planner™ practitioner designation, the highest certification within the financial planning industry and is a member of the Hobart Chapter of the Financial Planning Association.

I have been employed by Shadforth Financial Group since 2004 and has gained broad experience within the financial advice industry. I am passionate about developing and maintaining long term relationships with my clients and enjoy helping people to achieve their personal financial goals. I specialise in strategic financial planning with extensive knowledge in superannuation, wealth accumulation, retirement strategies, taxation planning and portfolio management.

My approach is to focus on gaining a strong understanding of my client’s cash flow position, which then allows me to recommend the most suitable investments to help them achieve their financial goals. I enjoy providing answers to important questions like “can I retire now?”, “can I afford to send my children to private school?” and “can I sustain and protect my current lifestyle?”

I live in Hobart with my wife and two young children. I enjoy spending time with my family and friends, I am a keen cyclist and like to make the most of Tasmania’s great outdoors.

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