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Experience

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Head of Distribution
      • Jul 2019 - Present

      Realm Investment House is a Privately owned Australian Fixed Income manager with circa $3 billion AUM across both public and private assets. Realm Investment House is a Privately owned Australian Fixed Income manager with circa $3 billion AUM across both public and private assets.

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Business Development Manager VIC/TAS/SA/WA
      • Mar 2018 - Jun 2019

      Pengana Capital Group (ASX: PCG) is an ASX listed diversified funds management group specialising in global and Australian listed equities, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors. Founded in 2003 and headquartered in Sydney, with offices in Melbourne and Singapore, we have investment teams based in Sydney, Melbourne, Singapore, Chicago, Boston and London. Pengana Capital Group (ASX: PCG) is an ASX listed diversified funds management group specialising in global and Australian listed equities, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors. Founded in 2003 and headquartered in Sydney, with offices in Melbourne and Singapore, we have investment teams based in Sydney, Melbourne, Singapore, Chicago, Boston and London.

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Investment Adviser & Key Accounts
      • Apr 2014 - Mar 2018

      Equity&Super is an Australian owned, independent investment firm committed to providing superior asset management solutions and services. Equity&Super specialises in the management of Australian equities and fixed interest portfolios for private clients, advice businesses, licensees, self-managed superfunds and charitable organisations. Management of client direct investment portfolios, as well as key IFA and AFSL relationships. Equity&Super is an Australian owned, independent investment firm committed to providing superior asset management solutions and services. Equity&Super specialises in the management of Australian equities and fixed interest portfolios for private clients, advice businesses, licensees, self-managed superfunds and charitable organisations. Management of client direct investment portfolios, as well as key IFA and AFSL relationships.

    • Australia
    • Accounting
    • 700 & Above Employee
    • Associate Adviser
      • Jan 2013 - Apr 2014

      Pitcher Partners Investment Services is an independent investment advisory practice of the full service accounting, assurance and advisory practice of Pitcher Partners, Melbourne. Pitcher Partners have a strong record of adding value to clients and manage approximately $3b of funds under management. Pitcher Partners Investment Services is an independent investment advisory practice of the full service accounting, assurance and advisory practice of Pitcher Partners, Melbourne. Pitcher Partners have a strong record of adding value to clients and manage approximately $3b of funds under management.

    • Australia
    • Spectator Sports
    • 100 - 200 Employee
    • AFL Professional Athlete
      • 2011 - 2012
    • Australia
    • Spectator Sports
    • 100 - 200 Employee
    • AFL Professional Athlete
      • 2009 - 2011

Education

  • Financial Planning Association (FPA)
    Certified Financial Planner (CFP)
    2014 - 2016
  • Accredited Derivatives Adviser Level 1
    ASIC
  • Kaplan Professional
    Graduate Diploma, Financial Planning
    2009 - 2013
  • Kaplan Professional
    Graduate Certificate, Applied Finance
    2010 - 2011
  • Bond University
    Bachelor of Commerce, Finance and Accounting
    2005 - 2008

Community

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