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Garth Jeffery is listed as Private Wealth Adviser at Shaw and Partners | Building Wealth Strategically at Shaw and Partners Limited, a company with 308 employees, based in Greater Perth Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Garth Jeffery.
Garth Jeffery previously worked as Private Wealth Adviser at Shaw And Partners Limited and Private Wealth Manager – Strategic Advice at Commonwealth Private at Commonwealth Bank. Garth Jeffery holds Bachelor Of Commerce (B.Com.), Accounting And Finance from University Of Notre Dame Australia.
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I am a university qualified Private Wealth Adviser with over 14 years of experience in the financial services industry. I work at Shaw and Partners, one of Australia’s preeminent investment and wealth management firms. With a national presence and $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.My core competencies are relationship building, strategic financial planning, and wealth management. I provide relevant information and quality advice on a holistic range of investment services, products, and innovative solutions to my clients, including cashflow management, financial modelling, tax-effective wealth accumulation strategies, and retirement planning advice. My mission is to help my clients manage and grow their financial assets, while unlocking opportunities of significant value. I have a proven track record of delivering tailored and comprehensive financial solutions that meet the needs and goals of my clients.
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Perth, Australia
Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and $16 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm with the resources and scale of a major financial group. We are privately owned and client focused, having helped our clients manage.
At Commonwealth Private we seek to provide outstanding service, pro-active financial advice and unique opportunities to our clients. Our clients typically have household income of more than $400k pa and have an intent to borrow or invest $2.5m or more. We also provide a Private Office service which is unique in the Australian market for clients with.
Perth, Australia
At Commonwealth Private we seek to provide outstanding service, pro-active financial advice and unique opportunities to our clients. Our clients typically have household income of more than $400k pa and have an intent to borrow or invest $2.5m or more. We also provide a Private Office service which is unique in the Australian market for clients with.
Other employees you can reach at shawandpartners.com.au. View company contacts for 308 employees →
Daniel Schuster
Colleague at Shaw And Partners Limited
Australia, Australia
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SC
Sam Crompton
Colleague at Shaw And Partners Limited
Greater Sydney Area, Australia
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AF
Andrew Foster
Colleague at Shaw And Partners Limited
Greater Perth Area, Australia
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RM
Renato Miletic
Colleague at Shaw And Partners Limited
Sydney, New South Wales, Australia, Australia
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JM
Jonathan Mitchell
Colleague at Shaw And Partners Limited
Greater Sydney Area, Australia
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KS
Kellie Sellan
Colleague at Shaw And Partners Limited
Deakin, Australian Capital Territory, Australia, Australia
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SL
Stuart Lamont
Colleague at Shaw And Partners Limited
Greater Perth Area, Australia
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AW
Andrew Wawn
Colleague at Shaw And Partners Limited
Greater Sydney Area, Australia
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AF
Andrew Frolow
Colleague at Shaw And Partners Limited
Adelaide, South Australia, Australia, Australia
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LO
Lachlan Owen
Colleague at Shaw And Partners Limited
Melbourne, Victoria, Australia, Australia
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Garth Jeffery works for Shaw and Partners Limited.
Garth Jeffery is listed as Private Wealth Adviser at Shaw and Partners | Building Wealth Strategically at Shaw and Partners Limited.
Garth Jeffery is based in Greater Perth Area, Australia, Australia while working with Shaw and Partners Limited.
Garth Jeffery has worked for Shaw And Partners Limited, Commonwealth Bank, and Provident Financial Services.
Garth Jeffery's colleagues at Shaw and Partners Limited include Daniel Schuster, Sam Crompton, Andrew Foster, Renato Miletic, and Jonathan Mitchell.
You can use AeroLeads to view verified contact signals for Garth Jeffery at Shaw and Partners Limited, including work email, phone, and LinkedIn data when available.
Garth Jeffery holds Bachelor Of Commerce (B.Com.), Accounting And Finance from University Of Notre Dame Australia.
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