Experience

Watershed Funds Management

• Australia
• Financial Services
• 1 - 100 Employee

• Director

  • May 2013 - Present

  The Watershed Group, based in Collins Street Melbourne, comprises of: Watershed Dealer Services Pty Ltd – provides traditional Dealer Services on a ‘user pays' model, and Watershed Funds Management Pty Ltd – provides MDA (managed discretionary account) services, constructing Managed Account (SMA) portfolios for Financial Planners & Planning Groups. Our flagship Managed Accounts; Direct International, Core Aus Equity, Emerging Leaders and Income, have consistently beaten their respective benchmarks over all periods. In an environment where smaller independent dealer groups are rapidly being absorbed, Watershed presents a non-aligned licensee and Funds Management offering to independently-minded practices striving for excellence and a point of difference in their advice.



RNB Financial

• Director

  • Jul 2009 - Present