WA
Wayne Allard
Senior Private Wealth Adviser at Shaw And Partners
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Work Experience
Oct 2018 - Present · 6 years and 2 months
Senior Private Wealth Adviser
Aug 2019 - Present · 5 years and 4 months
Wealth Adviser
Oct 2018 - Present · 6 years and 2 months
RI West Leederville
Financial Planner / Director
Nov 2011 - Oct 2018 · 6 years and 11 months
Company Details
201-500 Employees
Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and over $30 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International, managing over $260 billion of assets. At Shaw and Partners we offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities. We are client focused, having helped our clients manage and grow their financial assets for over 35 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value. Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients. Shaw and Partners offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers. By working closely with clients and targeting their needs, we have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone. We welcome you to Shaw and Partners. Your partners in building and preserving wealth.
Year Founded
1987
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
Level 7, Chifley Tower, 2 Chifley Square Sydney, NSW 2000, AU
Keywords
Wealth ManagementInstitutional DealingCorporate Advisory and FinanceResearchFixed Interest and bondsEquity Capital MarketsPrivate EquityMergers and AcquisitionsDerivativesSMSFs
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