Servicing Financial Planners
Shaw does not operate its own financial planning business, having a number of major financial planning groups who choose to use our research and broking services.
Shaw's Direct Shares service for financial planners provides online access via "Adviser Online" to view current and historical client share transactions, client portfolios, Shaw research and a host of other relevant stockmarket information.
Planners are able to provide Shaw with client share portfolios and obtain portfolio reviews designed to meet their clients' investment needs.
What can Shaw do for you:
- Give advice to Financial Planners
- Give specific equity advice to Financial Planner clients
- Grant access to equity and sector research to dealer groups and individual investors
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