Candice Bourke - Senior Investment Adviser

Candice gained her investment advisory experience within private wealth and family office structures. She is business minded and opened her first business at 17 years old and has been an active share investor since her early 20’s. She is passionate about inter-generational private wealth management and philanthropic investment services. She is actively involved with charitable fundraising.

Candice creates tailored investment strategies and philosophies to match her clients’ needs and goals, through investment portfolio construction and management. She specialises in:

• Investment portfolio construction & management

• Listed share markets and investment portfolio’s

• Advising on equities

• Private equity

• Listed fixed income

• Term deposits and cash management solutions

• Ethical investments

• Risk minimisation

• Diversification through asset allocation

Felicity Thomas - Senior Financial Adviser

Felicity has extensive financial planning experience advising individuals, not-for-profit and business clients to achieve their financial goals and objectives. From a young age she has been driven and passionate about all things finances buying her first property at 22 and first shares at 16. Felicity’s proven track record for holistic wealth management has allowed her to help her clients identify the right strategy, structure and investment portfolio for their needs.

Felicity’s specialist advice encompasses your total financial goals and objectives and provides comprehensive advice on:

• Portfolio construction & management

• Self-managed superannuation funds

• Gearing to invest

• Superannuation & retirement planning strategies

• Estate planning & succession planning

• Personal & business insurance

• Debt reduction & recycling

• Private equity

• Divorce and separation planning

Louise Rottier - Senior Financial Adviser

Louise has worked in Financial Services for nearly 20 years as both a Private Bank and Financial Adviser.  Louise’s depth of knowledge and experience across both banking and financial planning enables her to provide a unique and holistic approach by applying a strategic overlay to the often complex financial needs of successful Australians.  Louise works with clients to assist them to protect, build, manage and monitor their wealth.

Her areas of expertise are:

• Holistic and strategic financial planning

• Ongoing Advice and Management

• Wealth Creation Strategies and investment advice

• Superannuation, including Self-managed superannuation funds

• Retirement Planning Advice

• Estate Planning considerations

• Debt management strategies

• Ongoing review services

Angela Holstein - Senior Investment Advisor

Angela Holstein has worked at Shaw and Partners since 1998. She moved from the UK to Australia in 1996 and initially worked for Potter Warburg. She is passionate about managing her clients’ investments with professionalism and dedication in order to achieve the best possible financial outcomes.

Angela has over 25 years of experience in wealth management, delivering investment advice on a range of areas including equity trading, portfolio and risk management, derivatives, bonds, fixed interest and superannuation.                                                                                                         

Angela generates tailored strategies with her broad expertise which are inclusive of :

• The provision of tailored personal advice

• Portfolio management and administration

• Managed discretionary service

• International shares

• Investment advice to Self-Managed Super Funds

Angela can also assist with:

• Asset allocation and risk management

• Tactical and strategic recommendations using Shaw and Partners’ research

• Generating trading ideas focused on investment goals

With a thorough understanding of financial markets and strategic long-term financial planning, Angela constructs and manages investment portfolios of a select group of private clients and sophisticated investors.  Angela’s advice is personalised and backed by responsible decision-making and careful analysis. Angela is attentive to an individual’s needs, no matter how complex.