About Kael

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

Kael in his own words

My ‘dream role’ when at school was to work in IT, specifically in programming. I started a degree in computer science and in my spare time assisted my parents with bookkeeping in their small business. My enthusiasm for finance grew to the the point where I shifted my study focus to a degree in business.

It was by chance that I took financial planning as an elective subject.  I loved how there were so many differing pathways that all lead from point A through to point B. This is the same philosophy I employ when dealing with my clients  There can be a whole array of routes that will work for you financially, it’s my role to assist you in determining which is the best for you, both from a probability of success and comfort level.

I truly enjoy that each individual is unique with varying needs, wants, and goals. This is what gives me the most joy and gets me out of bed in the morning, being able to successfully guide anyone who places their trust in me to a better position.

I work with a vast range of clients, whether it may be someone who is already retired looking to preserve their wealth, someone questioning whether they want to continue working, through to younger families wanting to have a clearer picture on what the future holds and navigating the changing economic landscape.

Education and experience

Kael holds the following qualifications:

• Bachelor of Business from Victoria University (Banking and Finance)
• Advanced Diploma of Financial Planning
• Internationally recognised Certified Financial Planner (CFP)®
• Member of Financial Advice Association Australia (FAAA)

What my clients say

"Kael has assisted me immensely with the appropriate set up and management of long-term financial portfolios since recently becoming a widow.  What I thought was going to be a nightmare to arrange and understand, he handled it all with great ease, care and made it all stress free.  He regularly communicates, manages and keeps me informed of the effects of market changes and is always quick to respond to any queries.  I feel completely confident and trust Kael as my financial adviser."

Georgia (client since 2015)

"Kael's constant and timely availability to answer my questions and provide not only advice but solutions to any scenario I put to him, has not only been welcome, but appreciated both personally and financially.  He has ensured my understanding and needs for my financial future and for this I am extremely grateful.  I look forward to continuing my association with Kael and growing my wealth under his professional direction and expertise."

Linda (client since 2012)

Outside of work

Away from work, Kael enjoys spending time with his wife, daughter and their dogs at Williamstown beach, being involved with the Williamstown VFL football club (as an ongoing player sponsor), and supporting local up and coming creative art producers.