Steven Shaw

Steven brings more than 20 years of experience across financial services, wealth management and private banking, including senior roles with Macquarie Bank and NAB Private.

As Head of Financial Planning at Palmers, Steven combines deep financial services experience with a practical, commercial approach to helping clients make confident decisions about their financial future.

He believes good financial planning is about more than investments or numbers. It starts with understanding where you are, where you want to go and what matters to you along the way.

Steven’s experience spans wealth management, strategic partnerships, business development and financial services leadership, giving him a broad perspective when helping clients navigate complex financial decisions.

At Palmers, he works alongside our broader team of accounting, tax, lending, business, superannuation, estate planning and legal specialists, bringing the right people around the table when decisions extend beyond financial planning alone.

MBA (High Distinction) | MAICD | Former Responsible Manager (AFSL)