Rodney Walker

Head of MST Asset Management at MST Financial
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Contact Information
us****@****om
(386) 825-5501
Location
AU

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5.0

/5.0
/ Based on 3 ratings
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Robert Swift, CFA

Delft Partners has formed a very successful marketing partnership with Rodney Walker and the team at MST Asset Management • Rodney has a long history of capital market involvement. • Aligned interests • Focused - Target the High Net Wealth advisor groups and Family offices • Strategic - Understands the Australian market • Good communicator • Well connected with decision makers. Meetings are with the right people Features and benefits of Rodney & MST AM: • Detailed preparation including a thorough presentation review before meeting with the first client. • He understands us and our offering • Ethical • Efficient • Hard working • Diligent • Kept us informed • We work well as partners particularly in meetings.

Marcus Fanning

Rodney was a very successful relationship manager for many years and was consistently one of my highest rated brokers. He had a clear understanding of investment process, portfolio and business structure which led to our communications always being of highest quality. With this understanding and his strong ethical approach he always had our best interests at heart. He is energetic, open and a good listener. Rodney was also well regarded with my team and this gave him great access. He always looks for ways to add value and has a good sense of humour. Rodney has a good reputation with clients, his colleagues and competitors. Regards Marcus

Johan Carlberg

As Head of the Equities team at Alphinity Investment Management I believe Rodney has always had our best interests at heart and a strong understanding of our process, team and investment portfolios. He's a good communicator able to distill his message succinctly. I have known Rodney for over 20 years, he has a high level of Integrity. I'm sure he will succeed wherever his career takes him.

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Credentials

  • RG146 compliant securities
    Kaplan Professional
    Aug, 2019
    - Nov, 2024
  • GAICD
    Australian Institute of Company Directors
    Jan, 2014
    - Nov, 2024

Experience

    • Australia
    • Investment Banking
    • 1 - 100 Employee
    • Head of MST Asset Management
      • Apr 2019 - Present

      We provide transparent, best practice, competitively priced, investment strategies to private wealth managers. We provide transparent, best practice, competitively priced, investment strategies to private wealth managers.

    • Private Investor
      • Jan 2018 - Mar 2019

    • United States
    • Financial Services
    • 700 & Above Employee
    • Account Manager
      • Sep 2014 - Dec 2017

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Head Of Institutional Sales
      • May 2012 - Aug 2013

      As a member of the leadership team, my goals were to drive revenues and improve client relationships for the CBA Institutional Equities business. This included hands-on relationship management. I was the largest business writer. I enjoy deep relationships across many of the major institutional equity funds, particularly with the portfolio managers.

    • Executive Manager, Institutional Sales
      • Nov 2010 - May 2012

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Divisional Director of Institutional Sales
      • 2006 - Sep 2010

    • Germany
    • Financial Services
    • 700 & Above Employee
    • Head of Cash Equity Sales
      • Jan 2004 - Oct 2005

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Head of Institutional Sales, Sydney
      • 2000 - 2004

    • Netherlands
    • Banking
    • 700 & Above Employee
    • Account Manager, Sydney Institutional Desk
      • 1999 - 2000

    • Head of Australian Sales Trading
      • 1997 - 1999

    • Institutional Equity Sales
      • 1992 - 1997

    • Institutional Sales
      • 1988 - 1992

Education

  • RMIT University
    Bachelor of Business, Accounting, Accounting
  • Geelong Grammar School

Community

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