Wealth & financial advice Archives - SW Accountants & Advisors https://www.sw-au.com/tag/wealth-financial-advice/ Mon, 23 Mar 2026 23:28:17 +0000 en-AU hourly 1 https://www.sw-au.com/wp-content/uploads/2021/11/favicon.png Wealth & financial advice Archives - SW Accountants & Advisors https://www.sw-au.com/tag/wealth-financial-advice/ 32 32 Chris Dexter, Partner https://www.sw-au.com/people/chris-dexter/ Mon, 17 Jan 2022 06:24:45 +0000 https://shinewingau.wpengine.com/?post_type=people&p=2804 Chris has 16 years’ experience in assisting private clients and large private family groups with all of their accounting and taxation requirements. He works with SMEs and Family business groups to create plans and strategies that adapt to each individual client. Chris brings a diverse background in accounting, advisory and financial services which allows him […]

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]]> Chris has 16 years’ experience in assisting private clients and large private family groups with all of their accounting and taxation requirements. He works with SMEs and Family business groups to create plans and strategies that adapt to each individual client.

Chris brings a diverse background in accounting, advisory and financial services which allows him to provide family wide holistic solutions for collaborative investment, asset allocation and structuring for complex family groups.

Chris’ clients value how reliable and dependable he is in delivering work for them. Chris takes the time to build trust and confidence with his clients so that he can tailor his service delivery to suit each individual client. As a result of adapting to his client’s preferences and always putting them first, Chris was nominated as a finalist in the beaton Client Choice Awards for Best Accountant.

Career highlights:

  • Developing simple and complex financial strategies to help clients achieve their goals
  • Providing advice on both managing and growing family wealth to investors small and large
  • Helping SME clients develop strategies to transition business wealth to personal wealth and also transitioning that wealth between generations.

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

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]]> 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 […]

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]]> 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

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