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		<title>Wealth management</title>
		<link>https://www.sw-au.com/service/individuals-family-office/wealth-management/</link>
		
		<dc:creator><![CDATA[Stephen Follows]]></dc:creator>
		<pubDate>Sun, 28 Nov 2021 16:05:04 +0000</pubDate>
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		<category><![CDATA[AFSL]]></category>
		<category><![CDATA[Estate planning]]></category>
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		<category><![CDATA[Wealth advice]]></category>
		<category><![CDATA[Wealth management]]></category>
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					<description><![CDATA[<p>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 [&#8230;]</p>
<p>The post <a href="https://www.sw-au.com/service/individuals-family-office/wealth-management/">Wealth management</a> appeared first on <a href="https://www.sw-au.com">SW Accountants &amp; Advisors</a>.</p>
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<p>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. <a href="https://www.sw-au.com/wp-content/uploads/2024/02/2312_DM-Advisor-Profile.pdf" target="_blank" rel="noreferrer noopener"><strong>Daniel Minihan</strong></a> leads our Wealth Management team with extensive experience advising his clients align their financial strategies with their needs. </p>



<p>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<strong> <a href="https://www.sw-au.com/wp-content/uploads/2024/08/2311_SW-Financial-Services-Guide.pdf" target="_blank" rel="noreferrer noopener">Financial Services Guide</a></strong>. </p>



<p><strong>Daniel Minihan is an Authorised Representative of</strong> <strong>ShineWing Australia Wealth Pty Ltd trading as SW Wealth</strong>.</p>



<p id="australian-financial-services-licence-no-236556">Australian Financial Services and Credit Licence No 236556 </p>



<p id="level-10-530-collins-street-melbourne-vic-3000-australia">Level 10, 530 Collins Street, Melbourne VIC 3000 Australia</p>



<p><a href="https://www.sw-au.com/wp-content/uploads/2025/07/SW-Wealth-Privacy-Policy-July-2025-.pdf" target="_blank" rel="noreferrer noopener sponsored nofollow">Wealth Privacy Policy</a></p>



<p><a href="https://www.sw-au.com/wp-content/uploads/2022/01/SW-Complaints-policy-Wealth.pdf" target="_blank" rel="noreferrer noopener">Wealth Compliant Policy</a></p>



<p></p>
<p>The post <a href="https://www.sw-au.com/service/individuals-family-office/wealth-management/">Wealth management</a> appeared first on <a href="https://www.sw-au.com">SW Accountants &amp; Advisors</a>.</p>
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