Veronica is a Private Wealth Adviser in the Hobart office specialising in inheritance advice and is recognised as a preferred adviser for women facing contemporary financial issues.
With extensive expertise in wealth management and navigating multifaceted family situations, Veronica is a valuable resource for clients seeking personalized financial guidance. Whether it’s managing complex family legacies or ensuring a smooth transfer of assets, Veronica brings a wealth of knowledge and experience to her role.
With a Masters in Financial Planning and the internationally recognized Certified Financial Planner® practitioner designation, Veronica is a seasoned professional with over 20 years of experience in the financial services industry. She is a member of the Financial Advice Association Australia (FAAA).
Her approach seamlessly combines empathy, understanding, and proficiency to guide people of all ages and stages in making genuine, informed decisions about their finances. Whether it's helping to downsize, boost retirement savings, or simply determine if they have enough money to live life on their own terms, Veronica's practical, holistic approach ensures clients feel comfortable, allowing them the opportunity to focus on the truly important things in life.
With her reputation for being thorough, she never loses sight of her client's goals and consistently puts herself in her clients’ shoes to deliver personalised outcomes. It’s one of the things clients like about working with her.
Listening to clients is at the heart of her approach, empowering them to lead happier lives.
Expertise
My fees
Fee arrangements are discussed directly depending on the complexity and scope of advice.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 7
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Shadforth Financial Group
Level 3, 111 Macquarie StreetHobart, TAS 7000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Shadforth Financial Group
AFSL 318613