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David Harvie Email Address

abcdef@sfg.com.au

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Job Title

National Relationship Manager

Company
Shadforth Financial Group

Shadforth Group Pty Ltd

Bio

With over 20 years’ experience in the financial services sector I have gained extensive knowledge within a range of organisations from corporate brokerages to boutique firms. Working closely with family offices, business owners and professional individuals, I have provided tailored strategic advice and wealth management solutions to assist my clients reach their short term goals, as well as helping them prepare for their future lifestyle requirements. Now my focus is partnering with external organisations to provide our range of services that make a real difference to the financial wellbeing and outcomes for business owners, C Suite executives, staff and most importantly, a difference in the lives of families. I am adept at understanding the value proposition that a business has and joining the dots to leverage opportunities for growth between our firms. With a passion for developing innovative client solutions, I strive to provide ongoing leadership and entrepreneurial insights to our industry leading financial advisers at Shadforth. As an accomplished public presenter, I am a strong advocate of simplifying often complex financial strategies and terms so our clients are empowered and feel confident to make informed financial and investment decisions. A seasoned traveller, my experience and interest in different cultures and philosophies helps me in developing strong relationships with people from a diverse range of backgrounds. I enjoy spending time with my young family, or challenging myself with various race or charity cycling events. I am an active member of Rotary, The American Chamber of Commerce as well as other networking groups.

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 FarmerState General Manager
Ben DevenishManaging Director
Allyson NewbonAssessment Executive
Chris McswainPrivate Client Adviser
Rob PetrieHead of Shadforth, VIC and SA
Terry DillonHead of Shadforth WA
Jeremy Taylor CfpPrivate Client Adviser CFP
Chrisc*****@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
Sally HuynhEducational Seminar to Institute Public of Accountants Superannuation MasterClass
Jamie BaschePrivate Client Adviser
Sam BakerPrivate Client Adviser

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