Investment management Archives - SW Accountants & Advisors https://www.sw-au.com/tag/investment-management/ Sun, 22 Mar 2026 22:19:31 +0000 en-AU hourly 1 https://www.sw-au.com/wp-content/uploads/2021/11/favicon.png Investment management Archives - SW Accountants & Advisors https://www.sw-au.com/tag/investment-management/ 32 32 Wealth management https://www.sw-au.com/service/individuals-family-office/wealth-management/ Sun, 28 Nov 2021 16:05:04 +0000 https://shinewingau.wpengine.com/?post_type=service&p=694 Over the past 30 years we have provided estate and wealth management services to many long-standing clients, from private families and businesses to small investors all the way through to complex advice, structures and strategies for Ultra High Net Worth clients. Daniel Minihan leads our Wealth Management team with extensive experience advising his clients align […]

The post Wealth management appeared first on SW Accountants & Advisors.

]]> Over the past 30 years we have provided estate and wealth management services to many long-standing clients, from private families and businesses to small investors all the way through to complex advice, structures and strategies for Ultra High Net Worth clients. Daniel Minihan leads our Wealth Management team with extensive experience advising his clients align their financial strategies with their needs.

Holding our own Australian Financial Services Licence (AFSL), we have access to all products available on the market for which we receive research, conduct our own research or in many circumstances, both. Read more in our Financial Services Guide.

Daniel Minihan is an Authorised Representative of ShineWing Australia Wealth Pty Ltd trading as SW Wealth.

Australian Financial Services and Credit Licence No 236556

Level 10, 530 Collins Street, Melbourne VIC 3000 Australia

Wealth Privacy Policy

Wealth Compliant Policy

The post Wealth management appeared first on SW Accountants & Advisors.

]]> Daren McDonald, Partner https://www.sw-au.com/people/daren-mcdonald-partner/ Tue, 23 Nov 2021 06:41:21 +0000 https://shinewingau.wpengine.com/?post_type=people&p=271 Daren has over 30 years’ of experience providing accounting and tax solutions to his clients and is a leading advisor to the property industry. Daren’s experience includes: Daren brings a well-rounded skill set to his client engagements, combining accounting and tax advice with strategic and commercial consulting. He plays a number of roles with his […]

The post Daren McDonald, Partner appeared first on SW Accountants & Advisors.

]]> Daren has over 30 years’ of experience providing accounting and tax solutions to his clients and is a leading advisor to the property industry.

Daren’s experience includes:

  • providing advice to family owned and operated businesses
  • acting as executive director for companies, trustees, and deceased estates
  • advising property developers on significant joint ventures
  • delivering tailored advice to individuals, businesses, and special purpose entities on a range of accounting, consulting, and tax issues
  • sitting on advisory boards of family-owned businesses and property groups, including foreign owned entities
  • being recognised as a thought leader within the property industry and a sought-after speaker.

Daren brings a well-rounded skill set to his client engagements, combining accounting and tax advice with strategic and commercial consulting. He plays a number of roles with his clients, including acting as executive director for companies, trustees, deceased estates, as well as advising property developers on significant joint ventures throughout the development process.

The offering to clients includes advice to personal, business, and special purpose entities on a range of accounting, consulting, and tax issues. Daren also advises a number of large, well-known private family groups.

Daren currently sits on the advisory boards of a number of property ownership and development companies, including foreign-owned entities. He has also authored a number of articles and publications within the property industry and has spoken at various commercial and technical property events.

Daren is a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

The post Daren McDonald, Partner appeared first on SW Accountants & Advisors.

]]> Daniel Minihan, Partner https://www.sw-au.com/people/daniel-minihan-partner/ Tue, 23 Nov 2021 04:57:07 +0000 https://shinewingau.wpengine.com/?post_type=people&p=269 Daniel is the Director, Responsible Manager and an Authorised Representative (476433) of the Wealth Management practice (SW Wealth) and Head of Private Clients. He has been assisting clients to align their financial strategies with their goals and values for over 20 years. He works with a broad spectrum of clients from small individuals to large […]

The post Daniel Minihan, Partner appeared first on SW Accountants & Advisors.

]]> Daniel is the Director, Responsible Manager and an Authorised Representative (476433) of the Wealth Management practice (SW Wealth) and Head of Private Clients. He has been assisting clients to align their financial strategies with their goals and values for over 20 years.

He works with a broad spectrum of clients from small individuals to large private family groups to advise on cash flow, debt structuring, personal protection and retirement planning for individuals through to asset allocation, portfolio construction and investment selection for investors small and large.

Daniel provides clients with comprehensive financial services to get their entire financial house in order and keep it that way forever.

Daniel’s experience includes:

  • Developing simple and complex financial strategies to help clients achieve their goals
  • Providing investment and asset allocation advice to investors small and large
  • Working with Trustees of Superannuation Funds on Regulatory Compliance matters
  • Helping SME clients develop strategies to transition business wealth to personal wealth
  • Acting as Executor/Trustee/RP for Estate’s and PAF’s
  • Advising institutions on policy, asset allocation and investments

ShineWing Australia Wealth Pty Ltd trading as SW Wealth

Australian Financial Services Licence No 236556

Level 10, 530 Collins Street, Melbourne VIC 3000 Australia

Daniel is a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

The post Daniel Minihan, Partner appeared first on SW Accountants & Advisors.

]]>