Shaw is a full service stockbroker. Click on one of the sections below to learn more about what sets us apart from our competitors.
Our Client Advisors
We have some of the most respected and experienced private client advisors in Australia, both in Equities and Options.
Our private client advisors specialise in providing advice suited to your personal requirements guided by Shaw's in-house research. Your trades are executed by Shaw's experienced operators and the trades are reported almost instantaneously through email. Our highly regarded 'back office' administration team then ensures that settlement is conducted in accordance with your instructions.
For larger clients, or those who do not have time to dedicate to their stock market investments, Shaw offers a Managed Discretionary Account service. Shaw's experienced team of specialist MDA advisors tailor and manage a portfolio to meet your exact needs, take care of banking your dividends and provide a detailed quarterly portfolio report along with capital gains tax and dividend imputation (franking) information.
Call us on 1800 150 009 or (02) 9238 1238 to become a client.
Shaw is widely acknowledged as one of Australia's leading independently owned equity research houses. We provide our clients and advisors with comprehensive research coverage.
We have active morning meetings that are well attended by both analysts and advisors to discuss market sectors, company research, announcements, acquisitions, financials and relevant news. By facilitating efficient daily communication between Shaw's research team and our advisors, we are able to keep our clients well informed.
We currently research around 200 companies with profiles updated daily.
Portfolio Administration Service
At Shaw, we offer a complete Portfolio Administration Service (PAS). Your paperwork can be offloaded without losing control of your investments. PAS lets you keep your shares in your name, maintain a traditional relationship with your advisor and allows you to choose where and how you invest your money.
PAS provides you with a summary of your portfolio's performance over the quarter including:
Realised / unrealised capital gains and losses
Portfolio value at quarter start and end
A net performance figure is also provided so you can measure your portfolio against a variety of benchmarks.
Call Adam Dawes on (02) 9238 1238 to find out more.
Over the last seven years, we invested significant resources into developing and improving our proprietary software portfolio package, SPHINX, which was developed in-house for our private clients.
What is SPHINX?
SPHINX provides you and your advisor with ability to analyse your share portfolio by taking into account your preferred sector weightings, your risk profile, your financial objectives and our latest research recommendations.
SPHINX has many functions:
SPHINX links into Shaw's research databases, providing your advisor with information and analysis that assists them in making informed decisions.
Using SPHINX, your advisor can rapidly analyse your portfolio to determine whether it suits your current investment objectives or requires re-balancing.
Once your advisor inputs your financial objectives into SPHINX, the program applies recommendations from research, taking into account your current investments, and optimises your portfolio to suit your financial objectives.
Using SPHINX, your advisor can provide you with a copy of the proposed portfolio along with up to date company profiles and stock recommendations. You advisor can also send you a dividend calendar for your portfolio to assist with cash flow management.
SPHINX is exclusive to us and is backed by:
Our research team An extensive database of published Company Reports
Servicing Financial Planners
We offer financial planners:
Specific equity advice to financial planner clients
Access to equity and sector research for dealer groups / individual investors
Call Adam Dawes on (02) 9238 1238 to discuss your needs.
One of our key initiatives has been to focus on arranging a number of CEOs/CFOs to present to both our clients and advisors. Over the past six months, Shaw has hosted at least three CEOs/CFOs per week to update our advisors or introduce their company to Shaw.
Call us on (02) 9238 1238 if you are a client and wish to attend a company presentation or if you would like to present at Shaw.
Managed Discretionary Accounts
We are one of the largest managed discretionary account (MDA) providers in Australia.
MDA Portfolios offer:
A dedicated advisor to manage your account on your behalf in line with your unique risk profile, income requirements, capital preservation needs and tax profile Tax benefits associated with individual share ownership An expertly managed direct share portfolio, taking into account your individual tax circumstances Comprehensive reporting and reviews Click here to find out more about the managed discretionary account.