Our core services are Wealth Management, Financial Planning, Sharebroking, Managed Accounts, Global Markets, and Philanthropic Services.
Shaw and Partners broad range of services and investment solutions include Portfolio Service, Cash Management, Wealth Management Strategies, Investment Structuring, Managed Portfolio Service, Global Investing, Portfolio Management Solutions, Managed Funds, Advice for SMSFs, Shaw Managed Accounts, Access to Australian and International Markets, Derivatives, Exchange Traded Funds, Fixed Income Strategies, Fixed Interest and Bonds, and Margin Lending.
Most of my day is spent advising on ASX listed investments predominantly for self-managed super funds.
To a portion of my clients, I am a stockbroker. I establish share portfolios for clients in their personal name, family trust, joint names, and grandchildren’s names and advise on them accordingly.
Other clients require strategy advice for their superannuation, drawing on my knowledge and qualifications as a Certified Financial Planner (CFP®).
If you would like to discuss how I can help you, please get in touch today.