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David Harvie Email Address

abcdefghij@sfg.com.au

Job Title

National Financial Wellbeing Manager

Company
Shadforth Financial Group

Shadforth Group Pty Ltd

Bio

As the Head of Direct Sales at Saxo, David is responsible for designing and executing strategies for business growth, with a strong focus on enhancing the customer experience and loyalty for Saxo’s suite of investment offerings, by leading the direct distribution and relationship management teams. David brings over 20 years of experience in financial services, providing strategic wealth management advice and solutions to family offices, business owners and individuals. An advocate for simplifying complex financial strategies and terms, he is committed to having clients feel empowered and confident to make informed financial and investment decisions. David enjoys spending time with his family, contributing to various communities, and challenging himself with various race or charity cycling events to demonstrate leadership, empowerment and achievement.

Last University
Attended Deakin University
Location
Lives in Sydney, New South Wales, Australia.

Other people working at Shadforth Financial Group:

Bruce MackleySenior Business and Private Client Adviser
Chloe SansonNew Business Administrator
Cassandra CalderNational Lending Support Officer
Paul FarmerNational Head of Operations and Goverance
Ben DevenishManaging Director
Allyson NewbonAssessment Executive
Chris McswainPrivate Client Adviser
Rob PetrieHead of Private Wealth
Terry DillonChief Executive Officer
Jeremy Taylor CfpPrivate Client Adviser CFP
Chris**********@sfg.com.au
Charlie BoustaniHead Client Relationship Manager
Darren HiggsAward Winning Financial Adviser, Long-time Martial Artist, Wannabe Hawaiian Ironman Triathlete
Harriet BakerClient Service Manager Operations
Angus BenbowChief Executive Officer
Daniel ChungPrivate Client Adviser
Gene PhairChairman
John BartonEducational Seminar to Institute Public of Accountants Superannuation MasterClass
Jamie Basche CfpPrivate Client Adviser
Sam BakerPrivate Client Adviser

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