Other Services - External Referral Panel
We are always looking for ways to improve the service we provide our clients. On occasions, our clients require financial planning advice, legal advice or insurance services where they either don’t have an existing relationship with a provider or they are unsatisfied with their existing advisor.
Please note it is our firm’s policy that where clients have an existing satisfactory arrangement with an advisor, we will work with the existing advisor.
We have established professional relationships with a number of service providers and have included them in our referral panel. These providers are listed below, along with links to their websites. If you have any questions, or require additional information, please feel free to contact us.
Financial Planners
Shadforths Financial Group
Level 3, 111 Macquarie St, Hobart, TAS, 7000
Tel: (03) 6211 1111
Garnaut Private Wealth Pty Ltd
Level 10, 499 St Kilda Road, Melbourne, VIC, 3004
Tel: (03) 9856 4500
SMF Wealth Management Pty Ltd
Level 1, 169 Liverpool St, Hobart, TAS, 7000
Tel: (03) 6215 5900
Legal Practitioners
Simmons Wolfhagen
168 Collins St, Hobart, TAS, 7000
Tel: (03) 6224 4133
Murdoch Clarke
10 Victoria St, Hobart, TAS, 7000
Tel: (03) 6235 9311
Julie Byrne Legal
Level 1, 101 George St, Launceston, TAS, 7250
Tel: (03) 6334 4567
Page Seager
Level 3, 162 Macquarie Street, Hobart, TAS, 7000
Tel: (03) 6235 5155