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Alister McCrae

Shadforth Financial Group

Gold
21 Yrs Experience
Launceston, TAS 7250

Alister is a graduate of the University of Tasmania, holds an MBA from the University of Sydney, a Diploma of Financial Planning from Deakin, and a graduate Diploma in Applied Finance and Investment (FINSIA). He is a CERTIFIED FINANCIAL PLANNERĀ® practitioner and is a member of the Financial Advice Association Australia (FAAA).

Alister has held board and trustee appointments on community, educational, and industry-based bodies and, as a Principal Wealth Adviser, leads an Advice Team at Shadforth.

Alister specialises in providing financial planning and investment advice for private clients, charities, and foundations, advising on both managed investments and securities listed on the ASX and has, for many years, provided commentary on markets and investment related matters on ABC Radio.

He has a particular focus on demystifying wealth management through straightforward conversations, bringing sound governance principles to investment decision making, and applying proven, evidence-based strategies.

He enjoys helping people who recognise that the best financial advice is the result of expertise, great depth of resources and partnering with a highly experienced and caring professional to bring your vision into reality, and to inspire confidence in your future.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Shadforth Financial Group

Level 1, 112-114 George Street
Launceston, TAS 7250

Opening hours

  • 8:30am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Shadforth Financial Group

AFSL 318613