Veronica McAlister

Shadforth Financial Group

4.85
5 Reviews
Silver
4 Yrs Experience
Hobart, TAS 7000
As a CFP®, the highest designation of the profession, I love to help people make decisions with their money so they can live a happier life. I have over 20 years experience in the financial services industry and bring understanding, empathy, and valuable life and professional skills. Aged care is of a special interest to me as well as finance for women and our younger generation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Shadforth Financial Group

Level 3, 111 Macquarie Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Shadforth Financial Group

AFSL 318613

4.85
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Veronica has helped us in many ways. We have found her to be very professional in all matters. If we have had any queries she has always responded promptly and has gone over and beyond to solve any problems we have encountered. We would not hesitate to recommend her to friends or family."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Always helpful"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Veronica has given us lots of advice indifferent areas, getting us ready for retirement. Always very clear when offering imformation. We feel very confident that veronicas imformation is always helpful in us making a decision, for our future. She is always a pleasure to work with,nothing is a problem."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Veronica has a wealth of knowledge, experience, and is skilled and very capable as a financial adviser. Veronica is very concise with suggestions and extremely easy to understand why I should/ could do this/that to improve or stabilize my position in the financial market. Veronica has a very friendly personality and is always available to talk and advise on any matters pertaining to my portfolio. I would recommend Veronica as a 'must have' financial adviser."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It is easy to build a repoire with Veronica as she is client focused and listens well to one's goals and needs. She is extremely thorough, not only working with you during appointments to find the best advice for you, but will also consider it further after meetings and get back to you with other ideas. Her honesty, wisdom and thorough knowledge of finance is reassuring and, at the end of the day, enables goals to be meet and accomplished."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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