Wayne Allard

Wayne Allard Email and Phone Number

Superannuation and Retirement Specialist - Investment Advice - Helping Retirees and Families @ Shaw and Partners Limited
australia
Wayne Allard's Location
Greater Perth Area, Australia
Wayne Allard's Contact Details

Wayne Allard work email

Wayne Allard personal email

n/a
About Wayne Allard

I have a vision of providing value for money advice based on my clients specific needs.There is no better satisfaction for me than to see my clients achieving their goals and living their lives to the fullest.

Wayne Allard's Current Company Details
Shaw and Partners Limited

Shaw And Partners Limited

View
Superannuation and Retirement Specialist - Investment Advice - Helping Retirees and Families
australia
Employees:
308
Wayne Allard Work Experience Details
  • Shaw And Partners Limited
    Senior Private Wealth Adviser
    Shaw And Partners Limited Aug 2019 - Present
    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.’
  • Shaw And Partners Limited
    Senior Private Wealth Adviser
    Shaw And Partners Limited Aug 2019 - Present
    Perth, Australia
  • Dj Carmichael
    Wealth Adviser
    Dj Carmichael Oct 2018 - Present
    Perth, Australia
    Wealth Adviser
  • Ri West Leederville
    Financial Planner / Director
    Ri West Leederville Nov 2011 - Oct 2018
    Perth, Australia
    RI West Leederville provides expert financial advice and reliable service to manage every aspect of your finances, at every stage of your life. We all want to make the most of this life. And while that means different things to different people, money always has a role to play. We have the expertise, the experience and the resources to help you: •Start to invest – through mortgage and debt management, cash flow and investment strategies, income and budget planning, tax effective and government benefit friendly investments. •Grow your investments – we look beyond cash, fixed interest, property and shares to develop sensible investment strategies that fit your life and the things you want to achieve. •Protect your future – safeguard both your and your family’s financial future with appropriate insurance, estate planning and aged care financial advice. •Plan for retirement – whether your money is in super, investments, a self-managed super fund (SMSF), or your family business we can show you how to plan for the retirement you want. •Enjoy your money – our expert financial advisers can do the leg-work and the head-work for you. So you can get on with life, confident that the financial side of things is properly taken care of. With the right advice and a helping hand, you can find both the time and the money to create and grow real wealth – and much more easily than you may have thought possible.
  • Ri Advice
    Financial Planner
    Ri Advice Jul 2009 - Nov 2011
    Financial Planning specialising in Superannuation advice and Personal Insurance.
  • Ipac Financial Planning Hong Kong
    Client Adviser
    Ipac Financial Planning Hong Kong Jun 2008 - May 2009
    Financial Adviser advising Australian expatriates living in Hong Kong
  • Southern Cross Wealth Management
    Financial Planner
    Southern Cross Wealth Management 2005 - 2006

Wayne Allard Skills

Superannuation Retirement Planning Transition To Retirement Advice Personal Insurance

Wayne Allard Education Details

Frequently Asked Questions about Wayne Allard

What company does Wayne Allard work for?

Wayne Allard works for Shaw And Partners Limited

What is Wayne Allard's role at the current company?

Wayne Allard's current role is Superannuation and Retirement Specialist - Investment Advice - Helping Retirees and Families.

What is Wayne Allard's email address?

Wayne Allard's email address is wa****@****.com.au

What schools did Wayne Allard attend?

Wayne Allard attended Curtin University.

What are some of Wayne Allard's interests?

Wayne Allard has interest in Cooking, Education, Reading, Keeping Fit, Afl, Travel.

What skills is Wayne Allard known for?

Wayne Allard has skills like Superannuation, Retirement Planning, Transition To Retirement Advice, Personal Insurance.

Who are Wayne Allard's colleagues?

Wayne Allard's colleagues are Taylor Chircop, Andrew Wawn, Chloe Hayes, Neil Robertson, Rob Cameron, Jon Taylor, Marie Ly.

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