Candice Bourke, Senior Investment Adviser at Shaw and Partners will discuss what did we learn from 2020 (market returns, best-performing sectors, average dividend yields, sector trends). What should we look out for in 2021 and also the importance of China and macro data.
Candice Bourke joined Shaw and Partners in 2020 as a Senior Investment Adviser, having previously worked for five years at Ord Minnett. At Shaw and Partners, Candice works with her colleague Senior Private Wealth Adviser Felicity Thomas – together they form a disciplined investment advisory team. Candice manages her clients’ affairs with complete professionalism and dedication, achieving the best possible financial outcomes to meet clients’ goals. Candice has over six years of experience in wealth management, delivering investment advice on a wide range of areas, including equity trading, portfolio and risk management, bonds, fixed interest and margin lending.
With a thorough understanding of financial markets and strategic long-term financial planning, Candice constructs and carefully manages the investment portfolios of a select group of private clients, sophisticated investors and not-for-profit organisations. Whether clients simply want to protect their wealth or achieve a high level of financial performance, Candice’s advice is personalised and backed by responsible decision-making and careful analysis. Her areas of expertise are broad and include:
§ Provision of tailored personal advice
§ Investment advice on Australian and International equities
§ Portfolio management and administration
§ Fixed income strategies
§ Investment advice to not-for-profits and Self Managed Super Funds