Ben Morrissey, who joined Shaw and Partners in 2001 as a Senior Private Wealth Adviser, brings over 32 years of wealth management experience to his role. He is committed to managing his clients' affairs with the utmost professionalism and dedication, consistently delivering tailored financial strategies that align with their goals. Ben’s expertise spans a broad spectrum of investment areas, including equity trading, portfolio and risk management, managed portfolio services, and fixed interest.
Ben collaborates closely with fellow Investment Adviser Alex Henderson, forming a disciplined and effective investment advisory team.
With an in-depth understanding of financial markets and a strategic approach, Ben constructs and carefully manages the investment portfolios of a select group of private clients, sophisticated investors. Ben also works closely with accountants to establish, manage and review clients’ investment strategies to deliver the best possible financial outcomes. Whether clients simply want to protect their wealth or achieve a high level of financial performance, Ben’s advice is personalised and backed by responsible decision-making and careful analysis. Ben is attentive to individuals’ needs, no matter how simple or complex.
Areas of expertise include
- Provision of tailored personal advice
- Portfolio management and administration
- Managed Portfolio Service
- Separately Managed Accounts
- Investment advice to Self Managed Super Funds
“I work with individuals, families and businesses to provide effective solutions that preserve and grow wealth”
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Ben’s careful but proactive approach means he can manage clients’ investments and recommend effective wealth generating opportunities for the long term. His success is built on a deep knowledge of financial markets, careful investigation of his clients’ goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke investment plans, and his extensive professional network, which enable him to access the latest ideas and recommend bespoke investment plans. Ben prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of investment strategies tailored to build and preserve wealth. Ben backs all his recommendations with a full account of risks and rewards and solidifies his partnership with clients through diligent ongoing support and advice.
Ben’s expertise encompasses equity portfolio construction. He can skilfully diversify portfolios across top quality Australian blue chip companies (ASX Top 50) through to mid-sized companies (ASX Top 200), including exchange-traded funds, hybrids, and managed funds; supported by Shaw and Partners and UBS specialist research.
Ben can assist with:
- Asset allocation and risk management
- Dividend franking to yield income to supplement capital growth
- Tactical and strategic recommendations using Shaw and Partners Research
- Use of alternative asset classes (ETF, Managed Funds) to diversify clients’ portfolios
- Find high-probability trades with attractive risk/reward ratios
Shaw and Partners & EFG International Support
As a part of Shaw and Partners, backed by EFG International, Ben leverages extensive resources and world-class research capabilities to provide comprehensive services like wealth creation strategies, investment structuring and meticulous portfolio oversight.
- Certified Financial Planner
- Tax Financial Adviser, ASIA
- Certificate in Financial Markets FINSIA (ASIC RG 146)
- ASIC Accredited in Margin Lending and Geared Investments
- Accredited Derivatives Adviser (ADA 1+2)
- ASIC Accreditation for Self Managed Superannuation Funds