Terry Dillon — Chief Executive Officer · Shadforth Financial Group Ltd

Terry Dillon — Chief Executive Officer · Shadforth Financial Group Ltd · Mosman, New South Wales, Australia.

Direct contact

No direct contact on file for Terry yet.

About

Terry is the Chief Executive Officer for Shadforth Financial Group. Proud to be leading a national advisory firm where our clients’ best interests are central to the culture of the business.

With a financial services career spanning 27 years experience, Terry has held senior advice roles with AMP, Integral Financial Planning, Precedent Financial Services and Plan B Wealth Management.

A keen observer of both academic literature and empirical evidence, Terry is a strong believer in the power of broad, market-based investment solutions for reliable client outcomes.

He holds a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER® practitioner.

Experience

Chief Executive OfficerCurrent
Shadforth Financial Group Ltd · Perth, Australia
Mar 2018 – Present
Shadforth Financial Group is an award winning organisation established in 2008 through the merger of 14 specialist boutique wealth management and advisory firms. We have grown over the years and are now one of Australia's leading financial advisory firms with a network of over 130 advisers and 360 staff in 9 offices. Today Shadforth has established a reputation as a leading provider of quality, client-focussed advice, and a track record of success working with a diverse group of private clients and not-for-profit organisations.
Head of Shadforth WA
Shadforth Financial Group Ltd
Jan 2016 – 2018

Education

Deakin University · 1994

Skills

StrategyExecutive ManagementStakeholder Management