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.

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:

Income

Expenses

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.

Click here to find out more about our Portfolio Administration Service.

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:

1. Research

SPHINX links into Shaw's research databases, providing your advisor with information and analysis that assists them in making informed decisions.

2. Evaluate

Using SPHINX, your advisor can rapidly analyse your portfolio to determine whether it suits your current investment objectives or requires re-balancing.

3. Recommend

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.

4. Inform

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

We offer financial planners:

 Investment advice

 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.

Click here to find out more about servicing financial planners.

Shaw Corporate Finance provides a comprehensive range of corporate advisory and equity capital raising services.

Our team has many years of experience assisting clients with a wide range of corporate finance transactions, including asset divestments, acquisitions, takeovers and equity capital markets raisings.

We adopt an integrated approach that involves our research analysts and our equities trading teams and draws upon the significant financial resources of our extensive investor client network.

Click here to find out more about Shaw Corporate Finance.

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.

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.