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Will Riley

Shadforth Financial Group

Gold
9 Yrs Experience
Perth, WA 6000

Since 2012, I have been dedicated to providing personal financial advice, building specialised knowledge in areas such as superannuation, life insurance, cash flow management, wealth accumulation, tax and entity planning, portfolio construction, retirement planning, and estate planning.

I enjoy tackling complexity and detail, always seeking to further develop my skills and knowledge. I take great joy in helping my clients achieve their personal financial goals. My approach is always client-centric, ensuring that every strategy and solution is tailored to meet your unique needs and aspirations.

I hold a Bachelor of Commerce (Financial Planning) from Curtin University and am proud to have earned the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, which is the highest qualification for financial advisers in our profession. Additionally, I am a member of the Financial Planning Association of Australia (FPA) and have completed the SMSF Association’s SMSF Specialist Adviser designation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
My fees
Get in touch

Provision of ongoing advice and support covered through a Client Service Agreement framework.

At a glance

  • Adviser status Gold
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Shadforth Financial Group

Level 28, Central Park Tower, 152-158 Saint Georges Terrace
Perth, WA 6000

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Shadforth Financial Group

AFSL 318613