Shaw and Partners welcomes Senior Advisers Felicity Thomas and Candice Bourke to our headquarters in Sydney News02 Nov 2020

Shaw and Partners is delighted to welcome Senior Advisers Felicity Thomas and Candice Bourke to our headquarters in Sydney.

 

Both Felicity and Candice join Shaw and Partners from Ord Minnett.

 

Felicity and Candice manage their clients’ affairs with complete professionalism and dedication, achieving the best possible financial outcomes to meet their clients’ goals. With a combined 15 years’ experience in the industry, they form a disciplined investment advisory team, delivering investment advice on a wide range of areas, including equity trading, portfolio and risk management, bonds, fixed interest and superannuation. Felicity and Candice also work 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 financial planning, Felicity and Candice construct and carefully manage the investment portfolios of a select group of High Net Worth Clients, Not-for-Profit organisations and charities.

 

To arrange an obligation free, initial consultation, please contact Felicity and Candice at the numbers below.

 

Felicity Thomas

Senior Private Wealth Adviser

Tel: 02 9238 1370

[email protected]

 

Candice Bourke

Senior Investment Adviser

Tel: 02 9238 1283

[email protected]

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