John, an experienced professional with a career spanning over 37 years in the finance industry, embarked on his journey with Adelaide-based stockbroking firm Phillips Henderson Ward in 1987, where he honed his skills in equity and option execution on the trading floor of the Adelaide Stock Exchange. Rising through the ranks, he eventually became a Partner of the firm before the business was acquired by HSBC and later Salomon Smith Barney, a subsidiary of Citigroup. During his tenure at Citigroup, John served as a Financial Adviser for nine years before the acquisition of the business by Morgan Stanley in 2009. Demonstrating his expertise and dedication, John played an instrumental role in the growth of Morgan Stanley Wealth Management in Australia until he and his team left to join Shaw and Partners in March 2024.

Now, as part of the RVA Advisory team at Shaw and Partners, John advises a diverse clientele including Private Clients (personal and SMSFs), Corporate entities, and Family Offices. His investment interest and experiences encompass both Domestic and International Equities, Exchange Traded Funds, Fixed Income, and Alternative Investments. Within his role, John collaborates closely with a team to ensure the effective implementation of portfolio changes on domestic platforms, utilising his expertise in efficient execution and market surveillance.

John also plays an integral part in:

• Client meetings and management of accounts
• Generating investment ideas for the RVA Advisory Group
• Asset allocation and risk management
• Efficient delivery of client reporting
• Initial Public Offerings and share placements
• Shaw and Partners Research reporting

“With a focus on providing quality investment advice and execution, I help my clients achieve their individual financial objectives.”

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