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Shaw and Partners

Australia | 5-10 years |
Regulated in Australia | Investment Advisory License | Suspicious Scope of Business | Suspicious Overrun | Medium potential risk

https://www.shawandpartners.com.au/home

Website

Rating Index

Influence

Influence

C

Influence index NO.1

Australia 4.37
Surpassed 35.40% brokers
Biz Area Search Statistics Advertising Social Media Index

Contact

+61 2 9238 1238
info@djcarmichael.com.au
https://www.shawandpartners.com.au/home
'Chifley Tower' Level 7, 2 Chifley Square, SYDNEY NSW 2000

Licenses

Licensed Entity:Shaw and Partners Limited

License No. 236048

Warning: Low score, please stay away!
2025-07-10
  • This broker exceeds the business scope regulated by Australia ASIC(license number: 236048)Investment Advisory Licence Non-Forex License. Please be aware of the risk!
2

Basic Information

Registered Region
Australia
Operating Period
5-10 years
Company Name
Shaw and Partners Limited
Customer Service Email Address
info@djcarmichael.com.au
Contact Number
+61 2 9238 1238
Biz Area
Website
Genealogy
Relevant Enterprises
Company Summary
Comment

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Official website

Website

shawandpartners.com.au
104.22.1.79
Server Location
United States
ICP registration
--
Most visited countries/areas
--
Domain Effective Date
--
Website
WHOIS.AUDA.ORG.AU
Company
AU-NIC

Genealogy

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Relevant Enterprises

SHAW AND PARTNERS LIMITED(Australia)
Active
Australia
Registration No. 003221583
Established 2018-07-05
Related sources Website Announcement

Company Summary

Shaw and Partners Review Summary
Founded1995
Registered RegionAustralia
RegulationASIC (Exceeded)
ServicesWealth management, Shaw Managed Accounts, financial planning, investment research, corporate advisory, institutional dealing
Customer SupportTel: +61 2 9238 1238
Toll-Free: 1800 636 625

Shaw and Partners Information

A company in Australia called Shaw and Partners has been around since 1995 and provides many financial services, such as managing assets, giving help on investments, and planning finances. Customized solutions from EFG International help both people and companies. However, its license status now is “Exceeded”.

Shaw and Partners' homepage

Pros and Cons

ProsCons
Wide range of financial services“Exceeded” regulation
Strong focus on tailored advice and managed solutionsComplex account types

Is Shaw and Partners Legit?

Yes, Shaw and Partners do have an Investment Advisory License from the Australia Securities and Investments Commission (ASIC). The card has the number 236048 on it. The present status of the license on the other hand is “Exceeded,” which means it has run out of time.

Exceeded ASIC license

Shaw and Partners Services

Shaw and Partners offers an array of financial services to both people and organizations, including asset management, financial planning, investment research, and corporate advice.

ServicesSupported
Wealth Management
Shaw Managed Accounts
Financial Planning
Investment Research
Corporate Advisory
Institutional Dealing
Shaw and Partners Services

Account Type

Clients still own their investment accounts with Shaw Managed Accounts, which are professionally managed and adaptable. Accounts are built up using model portfolios or strategies based on goals. These tactics put you in charge, make things clear, and save you money on taxes.

Account TypeFeature
Separately Managed Accounts (SMA)Individual accounts with tailored portfolios using selected model strategies; offers beneficial ownership and transparency.
Model Portfolio AccountsAccounts built using pre-designed investment strategies (18 options) matched to the clients goals and risk profile.
Goal-Based PortfoliosAccounts aligned specifically with client objectives like income, balanced growth, or aggressive growth.
Account Type

Keywords

  • 5-10 years
  • Regulated in Australia
  • Investment Advisory License
  • Suspicious Scope of Business
  • Suspicious Overrun
  • Medium potential risk
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