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

Finn Dorney, CFP®


Name Finn Dorney CFP®
Address Level 3 111 Macquarie Street
Hobart, TAS 7000
Phone 03 62111111
Website www.sfg.com.au/contact_us/tas/hobart/finn_dorney

I hold 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 hold the internationally recognised Certified Financial Planner™ practitioner designation, the highest certification within the financial planning industry and I am member of the Hobart Chapter of the Financial Planning Association. 2017 Barron's Top 50 Financial Adviser Australia.Financial Standard's 50 most influential financial advisers in Australia for 2018.I have been employed by Shadforth Financial Group since 2004 and hav 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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