About Harriet

Harriet is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Education and experience

Harriet holds the following qualifications:

• Bachelor of Commerce and a Bachelor of Science, majoring in Finance and Psychology (Monash University).
• Certified Financial Planner ® practitioner designation.
• Member of the FAAA.

Harriet joined Shadforth in 2012, and specialises in cash flow modelling, wealth creation and protection, superannuation, retirement strategies and tax planning. She firmly believes in providing personalised, holistic advice to clients and strives to assist clients to define and achieving their lifestyle and financial goals.

She specialises in providing financial advice to:

• Time-poor female executives and professionals in the wealth accumulation phase of their lives.
• Women navigating relationship breakdown and divorce who need expert help to structure their finances.
• Individuals and families preparing for and transitioning to retirement.

What my clients say

"Harriet has been so helpful to me through one of the toughest times of my life.  She quietly gave advice, followed up and let it rest until I was ready.  She heard me out again and came up with a plan.  It might seem simple to you but this has been such a profound feeling to help me move a little forward with some control."

Judi (client since 2016)

"The value of Harriet's advice for me has meant feeling as comfortable and trusting as is possible, in a uncertain world."

Catherine (client since 2017)

Outside of work

Away from work, Harriet enjoys spending time with family and friends. An avid traveler, Harriet is always planning her next holiday and travel adventure. She is also involved with running the Women in Leadership Toastmasters group, which encourages women in the finance industry to improve their presentation and public speaking skills.