Shaw and Partners has today announced the formal completion of the acquisition of WA based financial planning and advisory firm, DJ Carmichael (DJC).

The acquisition of DJC provided an opportunity for Shaw and Partners to continue to scale its national footprint by further expanding its existing Perth wealth management business.

The team of 20+ Advisers will relocate to a new office in premium real estate at 108 St Georges Terrace at the end of the month.

The acquisition brings DJC’s core competencies in the form of access to Resources, Metals, Mining and supporting industries and the affluent Western seaboard clientele, together with Shaw and Partners’ national footprint, vast distribution network and unique community focussed business, providing real and tangible benefits for both clients and shareholders.

Clients will have access to a greater pool of investment opportunities, premium equities research and leading wealth management solutions. With increased critical mass and by leveraging Shaw and Partners’ strategic partnership with Swiss Private Bank, EFG, the merged group is better positioned to continue to pursue expansion opportunities and invest in upskilling staff and Advisers; as well as the growth and continued innovation of the company.

To read the press release announcement visit: https://www.shawandpartners.com.au/shaw-news/shaw-news/shaw-and-partners-set-to-expand-its-wa-footprint-by-acquiring-advisory-firm-dj-carmichael/