Shaw Financial Planning
Shaw Financial Planning is a specialised financial planning business working with individuals, families, business owners and retirees to achieve their goals and objectives.
Our strength lies in the long-term, ongoing relationships we form with our clients. Shaw Financial Planning prides itself on providing a highly personalised adviser-client relationship; reflected in the fact that the vast majority of new clients come from existing client referrals.
With over 20 years in the financial services industry, we understand the complexities of managing investments and insurance. At Shaw Financial Planning we like to empower and financially educate our clients. We keep things as simple as can be so that we can achieve the best possible outcome, whilst taking as little risk as possible.
Whatever stage of life you’re at, we will work with you to understand what really matters to you and create a tailored plan that helps you grow, manage and protect your wealth in a safe and secure way.
About Your Adviser
Andrew predominantly provides specialised retirement planning advice to ensure his clients can enjoy a comfortable and sustainable retirement.
Andrew has over 20 years of experience in financial planning. His goal is to assist you to make informed decisions about the financial options available to you. Andrew helps clients grow their personal wealth, save tax, manage their superannuation, plan for their retirement and ensure their lives and incomes are protected in a simple and easy to manage manner.
Andrew holds a Bachelor of Business Banking and Finance Degree from Monash University, a Graduate Diploma from the Securities Institute of Australia and is a Certified Financial Planner from the Financial Planning Association. Andrew is also a member of the Financial Planning Association.
Andrew is married with a family and enjoys being part of the local community in Mount Waverley.
Authorised Representative No. 471981
Andrew Shaw operates under Shaw Financial Planning Pty Ltd, Corporate Authorised Representative No. 471980
Address: Suite 30, 1 Ricketts Road Mount Waverley VIC 3149
Phone: 03 9544 1004
Financial Services Your Adviser Provides
The financial services and products which Andrew Shaw can provide advice on comprise:
- Deposit Products;
- Managed Investment Schemes including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts;
- Share Market Investments;
- Tax Effective Investments;
- Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self Managed Superannuation Funds;
- Retirement Planning including aged care and estate planning;
- Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance;
- Margin Lending (subject to client understanding of Margin Lending Gearing)