Leaders in Advice

Ellwood Barry McPherson Pty Ltd (EBM) is a leading wealth management firm, specialising in tailored financial planning and wealth management services to individuals, families, trusts and foundations. Originally established in 1984, Ellwood Barry McPherson Pty Ltd is part of the Shadforth Financial Group of Companies. The Shadforth Financial Group is a national federation of privately-owned financial advisory firms with specialist expertise in a range of client centric financial solutions and services.

The group is one of the few significant advisory groups in Australia that is not owned or controlled by a product provider or large institution. This enables the company to offer clients highly personalised advice, financial products and services that are tailored to each client's unique set of circumstances, their financial needs and objectives.

The company's core strategy is the provision of high quality financial advice and services that assist our clients to generate and maintain wealth over time. This involves the development and implementation of personalised financial strategies as well as ongoing proactive portfolio management and comprehensive reporting services.

The Shadforth Financial Group has over 300 employees, 28,000 clients and 14 offices located across Australia. The combined group manages $10 billion in total client funds.

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