Shaw and Partners
David Willett is a Private Wealth Adviser at Shaw and Partners Limited, a position held since November 2012, where tailored solutions are provided to meet diverse financial needs and objectives. Previous experience includes serving as a Paralegal in the Bankruptcy, Financial Restructuring and Insolvency team at Norton Rose Fulbright from February 2020 to July 2020, and as a Risk / Remediation Consultant at PwC from July 2019 to February 2020, working within the Centre of Excellence for Risk and Remediation Consulting. Additionally, David Willett worked as a Law Clerk at Clinch Long Woodbridge in 2018. Education credentials include a Bachelor's Degree in Law and Business and Commerce with a focus on Applied Finance from Western Sydney University, earned between 2014 and 2019, as well as a Higher School Certificate from St Paul's Grammar School completed in 2012.
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.