Shaw and Partners

Ross Trimboli Private Wealth Manager Shaw and Partners Level 9, 5 Constitution Avenue Canberra ACT 2601 Telephone: +61 2 6113 5315 Mobile: +61 468 309 442 [email protected]

Profile

Wealth Management

Services

Qualifications

Ross Trimboli joined Shaw and Partners in 2021 as a Private Wealth Manager, following a successful three-year tenure at RSM Financial Services. With a commitment to professionalism and dedication, Ross manages his clients' financial affairs to achieve the best possible outcomes in line with their goals. His extensive experience in wealth management enables him to provide expert advice across a broad spectrum of areas, including equity trading, portfolio and risk management, bonds, and fixed interest.
At Shaw and Partners, Ross is devoted to helping young individuals, families, family groups, and high-net-worth clients achieve their financial objectives. He employs a holistic approach to strategic financial planning, ensuring clients understand their financial situation and the strategies for success. His expertise in estate planning, tax optimisation, and intergenerational wealth transfer allows him to offer comprehensive solutions that align with his clients' values and aspirations.

Ross also specialises in constructing and managing investment portfolios for a select group of private clients and sophisticated investors. As an investment expert with a deep understanding of financial markets and strategic long-term planning, he focuses on providing personalised advice rooted in responsible decision-making and thorough analysis. This approach helps clients protect their wealth and achieve high levels of financial performance.
Passionate about making a positive impact, Ross also works with charities, not-for-profits, and associations. He assists clients in making meaningful contributions to their favoured causes through charitable trusts, donor-advised funds, and other philanthropic vehicles.

Areas of expertise include

Provision of tailored personal advice
Portfolio management and administration
Superannuation and retirement planning
Investment advice to Self-Managed Super Funds
Investment advice to not-for-profits
International shares and Separately Managed Accounts

Ross’ commitment to excellence and client-centric approach ensures that he delivers tailored financial solutions designed to meet the unique needs of each client

“With an extensive background in wealth and risk management, I can provide customised financial strategies that cater to my clients' specific values and objectives.”

Shaw and Partners Brochures


Shaw and Partners	Portfolio Service	Managed Accounts	Foundation Newsletter

Ross’s careful but proactive approach means he can manage clients’ investments and recommend effective wealth generating opportunities for the long term. His success has been built on deep knowledge of asset markets, careful investigation of each client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke investment plans. Ross 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.

Ross’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.

Ross can assist with:

Asset allocation and risk management
Dividend franking to yield income to supplement capital growth
Initial Public Offerings and Shaw and Partners’ sponsored stock placements
Tactical and strategic recommendations using Shaw and Partners Research
Use of alternative asset classes (ETF, Managed Funds) to diversify clients’ portfolios

Shaw and Partners & EFG International Support
As a part of Shaw and Partners, backed by EFG International, Ross leverages extensive resources and world-class research capabilities to provide comprehensive services like wealth creation strategies, investment structuring and meticulous portfolio oversight.

Bachelor of Commerce (Accounting) / Bachelor of Finance (Capital Markets)
Grad Dip Financial Planning (GDFP)
ASIC RG 146, Accredited FASEA Ethics and Professionalism in Financial Advice

Shaw and Partners is one of Australia's preeminent investment and wealth management firms. With a national presence and over $35 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 $275 billion of assets. We are client focused, having helped our clients manage and grow their financial assets for over 30 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value. Backed by fresh thinking, robust research and some of the nation's best investment and wealth experts, our business has been designed to meet the growing needs of our clients. By working closely with clients and targeting their needs, we have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone.

We welcome you to Shaw and Partners. Your partners in building and preserving wealth.