Dip FS (FP)
Financial Planner – Director
Harris Shortland has been involved in financial services since 1999. Initially he was employed with one of the ‘big four’ banks where he was highly successful in delivering high-quality advice to the bank’s customers, as well as leading a team of financial planners in the Northern Territory.
In 2003, Harris Shortland went into private practice to deliver a greater level of financial advice without the bureaucracy of working for a large institutional company.
Since then, he has significantly advanced his service performance and outcomes for clients, while remaining committed to delivering strategies and advice, not products.
Harris has a diploma of Financial Services (Financial Planning).
He continues to study and attend leading-edge education conferences to ensure he is at the cutting edge of his profession.
Dip FS (FP)
Since joining ShortlandCo Wealth Management in June 2015, Vani has completed her Diploma in Financial Planning and started her Advanced Diploma in Financial Planning.
Vani is meticulous and diligent and believes the provision of comprehensive service is key to client satisfaction.
Client Relationship Manager
Karen started at ShortlandCo Wealth Management in 2006 in the administration position and took up the role as Client Relationship Manager in 2008.
As the Client Relationship Manager Karen ensures the client contact is kept to the highest standards, as well as ensuring the practice, and the software used are complying with all Licensee and Government Regulations governing our operation as a Financial Planning Practice.