Shaw and Partners
- Teams
- Wealth Management Team
Wealth Management Team
About
The Wealth Management Team at Shaw and Partners provides tailored investment advice and financial planning services to help clients manage and grow their financial assets. This team of experienced professionals offers a range of services including discretionary portfolio management, private wealth advisory, investment advisory, equity sales, and financial advisory. Leveraging robust research and innovative strategies, the team focuses on forging strong long-term relationships with clients, be they individuals, institutions, or corporations, to ensure their financial goals are met with the highest level of integrity and satisfaction.
Team members
Abraham Akra
Senior Analyst
Adam Dawes
Senior Investment Adviser
Adam Russo
Investment Adviser
Alex Henderson
Private Wealth Adviser
Angela Holstein
Senior Private Wealth Adviser
Anthony de Pizzol
Senior Private Wealth Adviser
Antony Vida
Senior Investment Adviser
Anuhak S.
Provisional Financial Adviser
Barton Lynch Cfp®
Private Wealth Adviser
Ben Robinson III
Senior Private Wealth Advisor
Blair Spaulding
Investment Adviser
Boyd Carter
Senior Financial Advisor
Brendon Gleeson
Senior Private Wealth Manager
Brent Becroft
Investment Adviser
Brittany Hughes
General Manager - Associate Di...
Carl Dickson
Senior Private Wealth Adviser
Carsten Huebner
Senior Investment Advisor
Charles Stewart
Responsible Manager (afsl)
Chris Dorney
Institutional Equity Sales
Craig Sidney
Senior Investment Adviser
Dane Parsons
Private Wealth Advisor
Daniel Chiew
Investment Adviser
Daniel Lalabalavu
Senior Investment Adviser
Daniel Warren
Private Wealth Advisor
David Willett
Private Wealth Adviser
Edward Walker
Institutional Sales Trader
Ernesto Santone
Senior Private Wealth Manager
Fred Bennett
Stock Broker
Freya Gunn
Senior Private Wealth Adviser
Gareth Russel
Senior Investment Advisor
Garry Giblett
Senior Investment Advisor
Gary Vidler
Senior Investment Adviser
George Deva
National Head Of Private Wealt...
Greg Maher
Senior Wealth Advisor
Harrison Watt
Investment Advisor
Hatem Matar
Financial Adviser
Hugo McChesney
Investment Advisor
Jad Sadi
Options Desk Analyst
James Audiss
Portfolio Specialist
Jason Loveridge
Senior Private Wealth Manager
Jeff Huynh
Associate Advisor
Joel Cusack
Investment Adviser
John Lee
Senior Analyst Programmer
Jonathan Mitchell
Client Adviser
Jules Cooper
Senior Analyst
Justin Power
Senior Private Wealth Advisor
Kat Brook
Senior Private Wealth Adviser
Kevin Duong
Senior Financial Advisor
Kostas Zanios
Senior Private Wealth Adviser
Larry Gandler
Senior Analyst
Laurie Elliss
Private Wealth Adviser
Leo Diniotis
Senior Investment Advisor
Lindacytang H Tang
Senior Private Wealth Advisor
Malcolm Weber
Investment Adviser
Marc Cuming
Senior Client Adviser
Mark Hardman
Senior Sales Trader
Marlon Mindel
Senior Investment Adviser - (p...
Michael de Palma
Institutional Equity Sales
Mike Stanford
Institutional Sales
Morise Saba
Senior Investment Advisor
Nicola Robertson
Adviser Associate
Paul Kelly
Investment Advisor
Peter Bickel
Senior Private Wealth Manager
Peter Kerkvliet
Financial Adviser
Peter Simpson
Senior Private Wealth Advisor ...
Peter Willett
Senior Private Wealth Adviser
Rahulan Rukman
Senior Investment Adviser
Renato Pedretti
Senior Private Wealth Adviser
Richard Nettlefold
Senior Financial Adviser
Rob McLean
Senior Investment Adviser
Robert Heathershaw
Senior Private Client Adviser
Ross Love
Senior Private Wealth Adviser
Sam Christie
Institutional Equity Sales
Sam Elliott
Private Wealth Adviser
Scott Ayres
Senior Private Wealth Adviser
Sergio Porfirio
Senior Investment Adviser
Sherman Chua
Portfolio Manager
Simon Connor
Senior Private Wealth Adviser
Simon Forbes
Private Life Mentor And Wealth...
Simon Winter
Senior Investment Adviser
Stephen Lyle
Senior Portfolio Manager
Stephen Lyle
Senior Portfolio Manager
Stuart Beattie Maicd
Senior Private Wealth Adviser
Stuart Lamont
Investment Adviser
Suhas Mahajan
Senior Investment Advisor
Taylor Chircop
Private Wealth Adviser
Tom Weber
Investment Adviser
Tony Doyle
Senior Private Wealth Adviser
Widiana Setiawan
Senior Private Wealth Adviser
Zak Schneider
Dealers Associate
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