Andrew has over 30 years of experience in wealth management and strategic financial planning, delivering advice on a wide range of areas, including equity trading, portfolio and risk management, margin lending, fixed interest and superannuation. Andrew also works with internal and external parties to advise clients on their holistic financial situation and develop a comprehensive strategy for safeguarding and building their wealth.
With a thorough understanding of financial markets and strategic long-term investment planning, Andrew constructs and carefully manages the investment portfolios of a select group of private clients and trusts. Andrew also works closely with accountants to establish, manage and review their clients’ investment strategies. Andrew is attentive to individuals’ needs, no matter how simple or complex.
“I provide tailored wealth creation and capital preservation strategies for self-funded retirees and business owners, delivering the highest standard of strategic financial advice to optimise after-tax outcomes.”
Shaw and Partners Brochures
Investment Advisory
- Investment policy
- Asset allocation
- Security trading / research
- Manager search and selections
- Fee negotiation, Performance benchmarking
- Investment administration
- Portfolio reporting
Wealth Advisory
- Tax compliance
- Tax advice and planning
- Wealth strategy
- Estate planning
- Budgeting and bill payments
- Personal insurance and adminstration
- Consolidated reporting
Andrew’s careful but proactive approach means he can manage clients’ investments and recommend effective wealth generating opportunities for the long term. His success is built on a deep knowledge of financial markets, careful investigation of his client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke investment plans. Andrew prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of investment strategies tailored to build and preserve wealth. Andrew backs all his recommendations with a full account of risks and rewards and solidifies his partnership with clients through diligent ongoing support and advice.
Andrew’s expertise encompasses equity portfolio construction. He can skilfully diversify portfolios across top quality Australian blue chip companies (ASX Top 50) through to mid-sized companies (ASX Top 200), including exchange-traded funds, hybrids, and managed funds; supported by Shaw and Partners and UBS specialist research. Andrew can assist with:
Andrew can assist with:
- Asset allocation and risk management
- Disciplined values driven investment philosophy actively managing quality investments with a focus on capital preservation
- Dividend franking to yield income to supplement capital growth
- Use of alternative asset classes (ETF and Managed Funds) to reduce volatility
Shaw and Partners & EFG International Support
As a part of Shaw and Partners, backed by EFG International, Andrew leverages extensive resources and world-class research capabilities to provide comprehensive services like wealth creation strategies, investment structuring and meticulous portfolio oversight.
- Certified Financial Planner®
- Master of Accountancy, Bachelor of Business (Finance)
- Advanced Diploma Financial Planning
- ASIC RG 146
- Accredited FASEA Ethics and Professionalism in Financial Advice
- ASIC Accredited in Margin Lending & Geared Investments