Client Relationship Manager
Current
Jun 2024 - Present
AeroLeads people directory · profile
Evan Lance Email & Phone Number
Client Relationship Manager
at
Shadforth Financial Group Ltd
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Relationship Manager
Location
Perth, Western Australia, Australia
Company size
Who is Evan Lance? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Evan Lance is listed as Client Relationship Manager at Shadforth Financial Group Ltd, a company with 320 employees, based in Perth, Western Australia, Australia. AeroLeads shows a matched LinkedIn profile for Evan Lance.
Evan Lance previously worked as Proprietary Trader at Cygnet Proprietary Trading and Proprietary Trader at State One Capital Group. Evan Lance holds Accredited Derivatives Adviser Level 2 from Kaplan Professional.
Company email context
Email format at Shadforth Financial Group Ltd
This section adds company-level context without repeating Evan Lance's masked contact details.
Shadforth Financial Group Ltd
Review company-level records connected to Evan Lance before choosing the right outreach path.
Profile bio
About Evan Lance
Evan Lance is a Client Relationship Manager at Shadforth Financial Group Ltd.
Current workplace
Evan Lance's current company
Company context helps verify the profile and gives searchers a useful next step.
Shadforth Financial Group Ltd
9 roles
Evan Lance work experience
A career timeline built from the work history available for this profile.
Proprietary Trader
Discretionary equities trader on the Australian Securities Exchange (ASX)
May 2023 - Oct 2023
Proprietary Trader
Discretionary equities trader on the Australian Securities Exchange (ASX)
Mar 2014 - Aug 2022
Dealer'S Assistant
Support to Full Service Stockbrokers and Financial PlannersClient liaison and relationship buildingTaking, placement and management of ASX equity and exchange traded options orders
Nov 2010 - Feb 2014
Wholesale Account Manager
Taking, placement and management of orders in Equities, Futures, CFD's and Forex markets.Monitoring of client portfolios and managing risk/margin calls.Servicing of institutional clients and support for online retail clients.
Jul 2009 - Jun 2010
Mar 2009 - Jul 2009
Client Support Officer
Nurses & Midwives Board Of Western Australia
Back office position processing forms and applications in government department.
Mar 2008 - Oct 2008
Trading Floor Team Leader
Key responsibilities included placing/amending execution only orders (including equities and derivatives) and allocation of trades for wholesale clients (dealers); handling escalated telephone calls and complaints; submission of information/statistics to management and compliance departments as requested; performance management of team of Trading.
Nov 2006 - Aug 2007
Trading Floor Trading Representative
Key responsibilities included liaising with retail clients (telephone and email) regarding placing/amending orders; opening new accounts; transfers of holdings; settlement of trades; and general equity market related queries.
Feb 2005 - Nov 2006
Team & coworkers
Colleagues at Shadforth Financial Group Ltd
Other employees you can reach at sfg.com.au. View company contacts for 320 employees →
TH
Tim Hubble
Colleague at Shadforth Financial Group LtdGeelong West, Victoria, Australia, Australia
View →
RB
Rhonda Byrne
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
View →
BN
Ben Newman
Colleague at Shadforth Financial Group LtdSouth Australia, Australia, Australia
View →
SG
Stuart Graham
Colleague at Shadforth Financial Group LtdMelbourne, Victoria, Australia, Australia
View →
HB
Harrison Baring
Colleague at Shadforth Financial Group LtdPerth, Western Australia, Australia, Australia
View →
CB
Charles Black
Colleague at Shadforth Financial Group LtdLaunceston, Tasmania, Australia, Australia
View →
JM
Jamie Mckay
Colleague at Shadforth Financial Group LtdNorthbridge, New South Wales, Australia, Australia
View →
AD
Ashley Davis
Colleague at Shadforth Financial Group LtdGreater Brisbane Area, Australia
View →
SM
Sarah Martin
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
View →
SM
Skye Mason
Colleague at Shadforth Financial Group LtdPerth, Western Australia, Australia, Australia
View →
Tim Hubble
Colleague at Shadforth Financial Group LtdGeelong West, Victoria, Australia, Australia
View →
RB
Rhonda Byrne
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
View →
BN
Ben Newman
Colleague at Shadforth Financial Group LtdSouth Australia, Australia, Australia
View →
SG
Stuart Graham
Colleague at Shadforth Financial Group LtdMelbourne, Victoria, Australia, Australia
View →
HB
Harrison Baring
Colleague at Shadforth Financial Group LtdPerth, Western Australia, Australia, Australia
View →
CB
Charles Black
Colleague at Shadforth Financial Group LtdLaunceston, Tasmania, Australia, Australia
View →
JM
Jamie Mckay
Colleague at Shadforth Financial Group LtdNorthbridge, New South Wales, Australia, Australia
View →
AD
Ashley Davis
Colleague at Shadforth Financial Group LtdGreater Brisbane Area, Australia
View →
SM
Sarah Martin
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
View →
SM
Skye Mason
Colleague at Shadforth Financial Group LtdPerth, Western Australia, Australia, Australia
View →
6 education records
Evan Lance education
Accredited Derivatives Adviser Level 2
New Supervisor
Click
Asx
Accredited Derivatives Advisor Level 1
Bachelor Of Commerce - Bcom, Finance And Electronic Commerce
Year 12
Como Secondary College
FAQ
Frequently asked questions about Evan Lance
Quick answers generated from the profile data available on this page.
What company does Evan Lance work for?
Evan Lance works for Shadforth Financial Group Ltd.
What is Evan Lance's role at Shadforth Financial Group Ltd?
Evan Lance is listed as Client Relationship Manager at Shadforth Financial Group Ltd.
Where is Evan Lance based?
Evan Lance is based in Perth, Western Australia, Australia while working with Shadforth Financial Group Ltd.
What companies has Evan Lance worked for?
Evan Lance has worked for Shadforth Financial Group Ltd, Cygnet Proprietary Trading, State One Capital Group, Macquarie Group, and Sonray Capital Markets.
Who are Evan Lance's colleagues at Shadforth Financial Group Ltd?
Evan Lance's colleagues at Shadforth Financial Group Ltd include Tim Hubble, Rhonda Byrne, Ben Newman, Stuart Graham, and Harrison Baring.
How can I contact Evan Lance?
You can use AeroLeads to view verified contact signals for Evan Lance at Shadforth Financial Group Ltd, including work email, phone, and LinkedIn data when available.
What schools did Evan Lance attend?
Evan Lance holds Accredited Derivatives Adviser Level 2 from Kaplan Professional.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Evan Lance you were looking for.
View similar profiles
