About Duncan

Duncan is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.

Education and experience

Duncan holds a Bachelor of Business (Finance) from the Southern Cross University, as well as a Masters in Financial Planning through Kaplan Professional. He is an associate member of the Financial Planning Association.

Prior to joining Shadforth Financial Group in 2015 Duncan worked in both banking and real estate.

Having spent time being mentored as an Associate Adviser within Shadforth before moving into the Private Client Adviser role, Duncan has a strong ethical and technical focus and enjoys working closely with people to help them realise their financial goals.

Duncan covers a broad range of advice areas, with a keen focus on wealth accumulation, personal insurance, superannuation, aged care and cashflow management. Duncan’s strength in building strong working relationships with his clients enables him to gain a deep level of understanding of their personal and financial goals to deliver holistic strategic wealth management to meet their ongoing needs and work towards a healthy financial future.

Outside of work

Away from work, Duncan enjoys spending time with his young family and mischievous Border Collie. Duncan plays social soccer and is a very keen (amateur) lawn bowler.