Wilsons’ NSW state manager (associates) and associate investment advisor Michelle Muller has become an associate adviser with Shaw and Partners.
Also transitioning over to all become senior investment advisers, are Andrew Wawn, an investment adviser and equity partner, Stephen Thomas, a senior investment adviser and Basil Byrne-Smith, who held the position of stockbroker at Wilsons.
Barton Lynch has retained his role of private wealth adviser, while former senior financial adviser and equity partner Brendon Gleeson has now switched to being a senior private wealth adviser and financial planner at Shaw and Partners.
Peter Simpson, a discretionary portfolio manager at Wilson has kept the same role at Shaw and Partners, as well as the title of senior private wealth adviser.
Sarah Simpkins
Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth.
Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio.
You can contact her on [email protected].
