Felicity Shadbolt

Provisional Financial Adviser

Felicity Shadbolt has spent nine years in financial services, building the skills and experience to pursue her goal of becoming a financial adviser. She's getting closer every day.

Felicity is dedicated to helping clients navigate the complexities of their financial lives and identify what truly matters to them. Her background in accounting and finance provides a strong foundation, and she focuses on implementing strategies that align with each client's personal goals, guiding them step by step toward their vision of success.

The most rewarding part of my role is seeing clients accomplish something they once thought wasn't possible.

What drives her is empowerment. Felicity is passionate about helping people make the most of every opportunity and enjoy a life enriched by financial security and meaningful experiences.

Outside work, Felicity enjoys cycling and mountain biking. On weekends, you might find her behind the wheel of a classic VW Beetle - or underneath it, fixing whatever's broken this time.

Felicity's Expertise

Retirement Planning

Superannuation including Self-Managed Superannuation

Portfolio Construction and Ongoing Management

Wealth Preservation and Risk Management

Estate Planning

Qualifications

Bachelor of Business - Accounting and Finance (University of Tasmania)

Graduate Diploma of Financial Planning (Kaplan Professional)

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