Shadforth buffs up adviser line-up amid solid growth

Yasmine Raso

Senior Journalist

18 June 2026

National advice firm, Shadforth Financial Group, has made a raft of internal personnel changes and promotions to strengthen its adviser capabilities amid a wave of robust client growth.

One of Insignia Financial’s advice imprints, Shadforth announced the promotions of eight senior associates to private wealth advisers based across the country, which follows in the wake of a further six promotions confirmed earlier this year to take the total number to 14 just in the last financial year.

Tom Hayes and Caleb Smith (NSW), Aurora Walker and Jon Ritzau (VIC), Ben Nicholls (QLD), James Eason (WA) and Alasdair Edwards and Matthew White (TAS) commenced in their new roles from 1 June, joining Meghna Kamani and Meiyin Li (NSW), Jack Davies (QLD), Rob Kenny and Jess Lacey (WA) and Robert Wood (VIC) who were promoted in the earlier wave.

“Congratulations to these advisers on their well-deserved promotions,” Shadforth chief executive, Terry Dillon, said.

“These appointments bring Shadforth’s private wealth adviser numbers to 103 and reflect the strength of our internal pipeline, our long-standing commitment to succession planning, and our focus on developing our people and promoting from within wherever possible.

“Shadforth has seen strong demand for financial advice and record new client growth, which has driven the need to continue expanding our adviser capacity.

“Supporting the next generation of advisers is an important part of how we grow. It allows us to scale the business while ensuring clients continue to receive high quality, consistent advice.”

Dillon noted that the promotions were part of a “pipeline” of 63 associates and senior associates progressing towards private wealth adviser roles as part of the firm’s professional year pathway to support the next generation of advisers.

A statement from Shadforth confirmed the promotions were a step forward in the group’s efforts to put into practice Insignia Financial’s 2030 strategy.

“Shadforth has a clear ambition to significantly grow the business, including plans to double in size,” Dillon said.

“This will be driven by a combination of strong organic growth, selective acquisitions and continued improvements in adviser capacity and efficiency, and these appointments will play an important role in supporting that growth.”