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SFG Australia was created in 2011 through a merger between Shadforth Financial Group and listed advisory firm Snowball Group. SFG Australia Limited (SFGA) is a non-aligned financial advice and end-to-end wealth management firm listed on the Australian Securities Exchange (ASX: SFW). The Group provides a full range of wealth management services clients based on their needs. This includes: strategic financial advice, portfolio administration solutions, portfolio construction and management services, insurance (both general and risk) solutions, finance broking, stockbroking, corporate superannuation, accounting and tax services.

SFG Australia was formerly known as Snowball Group Limited (ASX: SNO). Snowball was formed in 1999 and shortly thereafter acquired a financial planning business and an established accounting practice. In December 2001, Snowball listed on the ASX through a reverse takeover of Fleet Capital Limited. Post listing, Snowball grew both organically and through acquisitions, acquiring various financial advice, wealth management and associated accounting businesses, including the Western Pacific dealer group, Officium Capital and the Western Pacific practice based in Cleveland, Queensland.

On 26 June 2011, Snowball merged with Shadforth Financial Group Holdings Limited (Shadforth), a national financial advice group. Shadforth was formed in 2008 specifically to create a federation of established, independently owned financial advice firms located in major centres within Australia (with the oldest tracing its heritage back to 1924).

Contact Details

Level 18, 50 Bridge Street , SYDNEY NSW 2000
  • News Articles

    Thursday, 16 May, 2013 - 11:40

    McCracken heads LJ Financial in WA

    Aaron McCracken has been appointed as head of advice at the new Perth office of LJ Financial Group.The Sydney corporate superannuation and employee benefit firm officially opens its new Cottesloe office next week, although it is already operational.

    Friday, 16 May, 2014 - 13:42

    Wealth managers strike $670m tie-up deal

    Perth financial planners and former Test cricketers John "Sam" Gannon and Craig Serjeant are set to be two of the big winners from a $670 million takeover deal that will create Australia's third largest wealth manager.

    Friday, 23 May, 2014 - 15:25

    Business News Background (PODCAST)

    In this week's edition of Business News Background, head of content Mark Pownall and news editor Mark Beyer discuss Woodside Petroleum's exit from Leviathan, Craig Serjeant and John Gannon's SFG takeover by IOOF Holdings, Shell to take a whole tower in the new Kings Square development, worker shortage in the LNG sector but job shortage for engineers and a huge pull-out feature in our paper this week - Giving Well, your guide on giving.

     
    Wealth managers strike $670m tie-up deal
    Friday, 16 May, 2014 - 13:42

    McCracken heads LJ Financial in WA

    Wealth managers strike $670m tie-up deal

    Business News Background (PODCAST)

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