Lincoln Rego Cfp®

Private Wealth Adviser at Shadforth Financial Group Ltd

Lincoln Rego CFP® is a seasoned financial professional with extensive experience in wealth advising and financial planning. Currently serving as a Private Wealth Adviser at Shadforth Financial Group Ltd since July 2019, Lincoln Rego previously held the position of Associate Adviser at WP Financial Planners and Investment and Financial Partners Pty Ltd. Early career roles include paraplanning at Smith Coffey and an MBA intern position at Investment and Financial Partners Pty Ltd. Lincoln Rego possesses a strong educational background, holding a Bachelor of Commerce in Economics and Management from Curtin University, an MBA, and multiple financial planning certifications, including the CERTIFIED FINANCIAL PLANNER® designation and an Advanced Diploma of Financial Planning.

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