Jed Richards

Shaw and Partners

Silver
27 Yrs Experience
Adelaide, SA 5000

Recent reviews

Shaw and Partners

Level 23, 91 King William Street
Adelaide, SA 5000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 19
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualifications
    • Investment Planning 1
    • Retirement Planning and Principles
    • Accredited Derivatives Adviser Level 2
    • Basics in Small Business Management
  • Language spoken
    • English

Expertise

  • Complex Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Shaw And Partners

AFSL 236048

4.80
19 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Jed has helped us with our shares for some time now - initially recommending a solid investment that turned out to be a very good earner - we sold those shares and reinvested with Jed at Shaw&Partners and very happy with the current status of those new shares... and then recently we had some old shares we no longer wanted so Jed helped us sell them and once again add to our current portfolio. Very happy with his exemplary service and his team's - def recommend to anyone, and have already with some recent investors heading his way."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Several members of our family have had Jed as our advisor for many years. He is always keen to help us, discuss new ideas and strategies and never loses enthusiasm for what he does. He will always take that extra step."

  • Margin Lending
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am completely happy with the friendly and courteous manner in which Jed manages my accounts and I have confidence in his expertise in his field."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"i AM VERY HAPPY WITH THE SERVICE PROVIDED BY JED. I TRUST HIS ADVICE AND DO RECCOMMEND HIM TO OTHERS."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jed is always very helpful and has assisted us with our investments for a number of years now. He is now helping our children with their investments. We are very happy with Jed as our Adviser."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jed has always provided sage advice in an easy, no nonsense manner in all our dealings & understands the need for a balanced perspective in relation to SMSF investment. It's a pleasure to deal with him."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jed has a most pleasant telephone manner. He is thorough in reviewing research material and has a good insight into understanding investment opportunities. It is a pleasure to deal with him."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Advice always appreciated .."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jed has supported me with advice over 15 years. He has been very good at judging my risk appetite, sometimes being the voice of reason and other times helping to understand the times to lift the risk level. As my nephews and children have become working adults, I’ve recommended Jed"

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jed has given me great advice on share purchases and derivative programmes and is also a great friend. I would have no hesitation recommending him as a financial adviser."

  • Superannuation
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Investment Planning 1

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2002

Retirement Planning and Principles

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2002

Accredited Derivatives Adviser Level 2

Level
0 - Training / Exam / Other
Institution
Australian Securities and Investments Commission (ASIC)
Completed
2015

Basics in Small Business Management

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
1995

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member
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