Experience

Philo Capital Advisers Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Chief Executive

  • Dec 2011 - Present

  Oversight of all aspects of the business including managed accounts administration, sales and client relationship management. Responsible for key account management and provision of management consulting to them around design of services and implementation. Regular speaker at client events & adviser forums on managed accounts and related matters. Responsible manager for MDA services and author of white paper series on managed accounts. Oversight of all aspects of the business including managed accounts administration, sales and client relationship management. Responsible for key account management and provision of management consulting to them around design of services and implementation. Regular speaker at client events & adviser forums on managed accounts and related matters. Responsible manager for MDA services and author of white paper series on managed accounts.



Philo Capital Advisers

• Australia
• Financial Services
• 1 - 100 Employee

• Chairman - Approved Investments Committee

  • Dec 2011 - Present

  Convener and Chair of investment committee with internal and external members - reviewing portfolio management activities of appointed asset consultants and investment managers across all asset classes. Convener and Chair of investment committee with internal and external members - reviewing portfolio management activities of appointed asset consultants and investment managers across all asset classes.



Centric Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Chairman / Member - Approved Investments Commitee

  • Mar 2010 - Aug 2013

  Member of Approved Investments Committee. Also member of Portfolio Construction Committee. Developed charters and recruited members for both committees. Chaired the investment committee while still an executive and remained a member as an external service supplier for some while after.

• Director, Portfolio Construction & Management

  • Sep 2010 - Dec 2011

  Responsible for Centric's managed account service, investment management team, platform relationships, and process and policy around investment planning. Responsible manager on AFSL. Continued to lead change management project around investment services started as a consultant to firm.



Sanders Consulting

• United States
• Education Administration Programs
• 1 - 100 Employee

• Principal

  • Oct 2009 - Sep 2010

  Consulting to financial services firms re strategy, investments, research, practice management, and communications. Led a significant change management project for Centric Wealth during this period. Consulting to financial services firms re strategy, investments, research, practice management, and communications. Led a significant change management project for Centric Wealth during this period.



AG Private Advisory

• Chief Executive

  • Apr 2008 - Sep 2009

  A national wealth management advice business partly owned by the shareholders of Grove Research & Advisory. A national wealth management advice business partly owned by the shareholders of Grove Research & Advisory.



Grove Research & Advisory

• Australia
• Investment Management

• Chief Executive

  • Dec 2003 - Mar 2008

  An asset consulting firm serving institutional investors with portfolios in range $10m to $500m. Also offered an institutional wrap service with approx $3bn FUA. Since merged with Counterpoint to become CPG Research & Advisory. An asset consulting firm serving institutional investors with portfolios in range $10m to $500m. Also offered an institutional wrap service with approx $3bn FUA. Since merged with Counterpoint to become CPG Research & Advisory.



WealthPoint Limited

• India
• Financial Services
• 1 - 100 Employee

• Managing Director / CEO

  • Oct 2000 - Aug 2002

  Wealthpoint was a publicly listed holding company for a range of underlying businesses covering sharebroking, funds research, stock research, investor education, clearing services, and development of an suite of online software for financial intermediaries. Wealthpoint was privatised by St George in 2002. . Wealthpoint was a publicly listed holding company for a range of underlying businesses covering sharebroking, funds research, stock research, investor education, clearing services, and development of an suite of online software for financial intermediaries. Wealthpoint was privatised by St George in 2002. .



ASSIRT

• South Africa

• Director, ASSIRT

  • Aug 1995 - Sep 2000

  Chief Executive of ASSIRT, one of 3 operating divisions of SEALCORP. Provided managed fund ratings, fund data, planner / dealer software, asset allocation advice, market research, consulting services. Also member of SEALCORP management committee, group investment committee, group IT steering committee, etc.

• Various senior roles

  • Oct 1988 - Aug 1995

  Roles covered regional sales management (VIC/TAS/SA) to senior research management roles.