Experience

MLC Asset Management

• Australia
• Investment Management
• 100 - 200 Employee

• Head of Investment Consulting (Managed Accounts)

  • Mar 2021 - Present

  I lead a team of experienced investment professionals, providing investment consulting services to financial advice firms and licensees. Our primary focus is the leveraging MLCAM's extensive multi-asset capabilities to develop and deliver bespoke managed account solutions. I lead a team of experienced investment professionals, providing investment consulting services to financial advice firms and licensees. Our primary focus is the leveraging MLCAM's extensive multi-asset capabilities to develop and deliver bespoke managed account solutions.



Mercer Australia

• Australia
• Financial Services
• 400 - 500 Employee

• Asset Consultant

  • Oct 2020 - Mar 2021



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Executive Manager, Head of Research

  • Sep 2018 - Sep 2020

  I led a small but talented team of analysts whom managed the investment and advice research functions of the Commonwealth Bank's Wealth Advice business, at is peak, representing some 1500 advisers, across 5 AFSL's, entrusted with over $50 billion in client investments & retirement savings.Our responsibilities included investment manager due diligence, asset allocation research, investment consulting, the management of model portfolio and managed account solutions (totalling ~$7 billion) as well as the facilitation of adviser training and support in the areas of investment management, investment governance and the provision of quality investment, superannuation & retirement advice. Show less

• Senior Manager, Advice & Investment Research

  • May 2018 - Sep 2018

• Senior Analyst, Advice & Investment Research

  • Sep 2014 - May 2018

  • Investment strategy, SAA & manager due diligence across multiple asset classes.• Joint portfolio manager for the CBA Group model investment portfolios.• Ongoing investment & advice education facilitator (regular workshops, PD days & conference keynote speaker).• SME for CBA’s Future of Financial Advice project (lead consultant on objectives based advice approaches, risk profiling, probabilistic financial modelling, adviser & client engagement, portfolio construction and product selection).• SME for broader CBA/CFS Retirement product projects and lead analyst for CBA Advice Licensee’s work on retirement annuitisation advice. • SME for CBA Wealth Advice legal, remediation and client advocacy teams.• Regular contributor to the CBA Group Licensee's Investment, Risk & Governance Committees. Show less



Suncorp Group

• Australia
• Financial Services
• 700 & Above Employee

• Investment Research Analyst

  • Nov 2012 - Sep 2014

  • APL management, Including investment due diligence for both internal and external product offerings. • Regular review, research & modelling around the group's SAA and model portfolios. • Facilitation of ongoing adviser education on a wide range of topics including asset allocation, product selection, investment advisory and portfolio management, scenario modeling, legislative issues and compliance. • Creation and review of various models and advice tools incorporating asset allocation, retirement/longevity modeling and structured product assessment. • Contributor to Licensee Investment Review Committee. Show less



Perpetual Limited

• Australia
• Financial Services
• 700 & Above Employee

• Research Analyst

  • 2011 - Nov 2012

  • Wide range of data presentation, research and financial modelling work (including advanced excel/vba). • Preparation of RFP, research house and consultant reviews materials. • Regular fund commentary for Perpetual’s Property & Australian Equity strategies. • Adhoc research work including economic data, fund performance, attribution & competitor analysis. • Wide range of data presentation, research and financial modelling work (including advanced excel/vba). • Preparation of RFP, research house and consultant reviews materials. • Regular fund commentary for Perpetual’s Property & Australian Equity strategies. • Adhoc research work including economic data, fund performance, attribution & competitor analysis.



WMS Tax & Advisory

• Australia
• Accounting
• 1 - 100 Employee

• Senior Adviser (Private Client Investment)

  • Oct 2009 - Nov 2011

  • HNW and UHNW client consulting and advice in the areas of Superannuation, Investment and Risk Management.• Oversee internal product and investment strategy research including management of internal APL and firm model portfolios.• Investment portfolio construction, presentation and implementation for the firms HNW, UHNW and endowment clientele.• Conduct internal Financial Planning and Investment training for Accounting staff, external legal partners & clients.

• Research & Paraplanning Manager

  • Oct 2008 - Oct 2009

  • Oversee client services and preplanning functions of the business (including hands on work with complex advice consulting and documentation).• Oversee internal product and investment strategy research including management of internal APL and firm model portfolios.• Conduct internal Financial Planning and investment training for accounting staff, external legal partners & clients.• Oversee and develop business systems and procedures for adviser and adviser support staff (compliance and operations).• Mentor junior planning & paraplanning staff. Show less



Various Boutique & Corporate Firms

• Gold Coast / Brisbane

• Roles in Residential & Commercial Finance Broking, Credit Assessment & Financial Planning

  • 2003 - 2008