Dane Parsons

Private Wealth Advisor at Shaw and Partners

Dane Parsons is a Private Wealth Advisor at Shaw and Partners Limited, a leading investment and wealth management firm in Australia, since July 2011. With a foundation in finance and international business, having received a Bachelor of Commerce and Bachelor of International Business from Bond University, Dane further enhanced expertise by obtaining various financial qualifications, including the Chartered Financial Analyst designation. Prior experience includes serving as a Commercial Credit Analyst at Bank of Queensland, where responsibilities included analyzing financial data for property lending and business financing solutions for high-net-worth individuals and SMEs. Dane's extensive education and professional experience underscore a robust capability in wealth management and financial analysis.

Location

Sydney, Australia

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Shaw and Partners

Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and over $30 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major global financial group, EFG International, managing over $260 billion of assets. At Shaw and Partners we offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities. We are client focused, having helped our clients manage and grow their financial assets for over 35 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value. Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients. Shaw and Partners offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers. By working closely with clients and targeting their needs, we have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone. We welcome you to Shaw and Partners. Your partners in building and preserving wealth.


Headquarters

Sydney, Australia

Employees

201-500

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