Garth Jeffery

Background

About Garth Jeffery

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.