About Lincoln

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

Lincoln in his own words...

From an early age I was captivated by economics, markets and how they operate and most importantly, I loved people.

My journey in financial planning started at university when a mentor I played tennis with spoke to me about his financial planning practice and invited me to come and spend time at his office to learn more about the profession.

As I learnt more about the financial system, I understood the value of making smart decisions as early as one possibly can.

Financial planning gave me the opportunity to combine my technical skills and passion for engaging with people, to enable others to understand, navigate, and thrive in the everchanging Australian financial landscape.

I work with a diverse range of clients including hardworking families, executives, and those at the peak of their professional careers. I am also fortunate enough to work with charities and community organisations which aligns with my own personal values. Having worked in the profession for over a decade, I am proud to be a trusted adviser to my clients and their families.

I take an ethical and principle-based approach to serving my clients, keeping abreast of any changes to the legislative and regulatory framework, and have achieved the highest educational industry qualifications.

Education and experience

Lincoln holds the following qualifications:

• Master of Business Administration (MBA) from the Curtin Graduate School of Business.
• Internationally recognised Certified Financial Planner (CFP)®.
• Bachelor of Commerce from Curtin University (Economics and Management).
• Advanced Diploma and Diploma of Financial Services.
• Member of Financial Advice Association Australia (FAAA).

What my clients say

"Lincoln provides us with peace of mind that our plans can withstand volatile times."

Allan (client since 2019)

"I like the way Lincoln listens and provides tailored advice on my strategic planning."

Steve (client since 2020)

"Lincoln has completely changed our lives for the better. His advice and guidance have lead us to make better decisions and be in a position where we are controlling our lives as opposed to feeling like life was controlling us."

Dianne (client since 2021)

Outside of work

Away from work, Lincoln enjoys spending time with his young family, and playing tennis, squash and loves to watch Test cricket.

He is a music lover who plays and collects guitars and on weekends he shares his time at his local Parish where he sings and plays as a member of the weekend mass choirs.

Meet Lincoln's Client