With the acquisition of Lachlan Partners Financial Services of which I was the co founder by Shadforth Financial Group in 2013 and the merging of our practices , it was time to rebrand in 2014 to SFG and reposition myself from management to Private Client Advising and Business Development.In addition to assisting clients make smart financial decisions at whatever stage of life they are at in regard to wealth management, risk management, investment advice, structuring, succession planning, my diverse accounting, management and consulting background allows me to provide family business advice on governance, succession, dispute resolution, strategic planning and estate planning matters.I am a Certified Financial Planner, Certified Practicing Accountant and a member of the Institute of Chartered Accountants of Australia. I am also an active Accredited Family Business Advisor and an active member of Family Business Australia.