Experience

Aoris Investment Management

• Australia
• Investment Management
• 1 - 100 Employee

• Investment Director - Distribution

  • Dec 2018 - Present

  Aoris is an independent funds management business specialising in International Equities and owned by its key employees. We take a focused approach to investing, dedicating all of our attention to our single concentrated international equities portfolio. We love simplicity and focus on doing one thing well. We are passionate investors who are dedicated to delivering outstanding long term returns to our clients. Aoris is an independent funds management business specialising in International Equities and owned by its key employees. We take a focused approach to investing, dedicating all of our attention to our single concentrated international equities portfolio. We love simplicity and focus on doing one thing well. We are passionate investors who are dedicated to delivering outstanding long term returns to our clients.



Pinnacle Investment Management Group

• Australia
• Investment Management
• 100 - 200 Employee

• Business Development Manager

  • Nov 2017 - Dec 2018

• Manager, Internal Wholesale Team

  • Jun 2016 - Nov 2017

  Pinnacle is a multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class fund managers. The Pinnacle group currently consists of eight specialist managers, which together manage over A$25 billion across a range of asset classes. I was responsible for setting up and managing one of the distribution teams aimed at increasing Pinnacle's breadth among financial advisers and direct investors.

• Sales Marketing Associate

  • Jun 2015 - Jun 2016

  Pinnacle is a multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class fund managers. The Pinnacle group currently consists of eight specialist managers, which together manage over A$20 billion across a range of asset classes.



Basis Point Consulting Pty Ltd

• Business Development Executive

  • Jul 2014 - Dec 2014

  My main duties included:  Co-wrote the NSW Investment Guide commissioned by NSW Department Trade & Investment; Basis Point Consulting. (to be published)  Identify new business opportunities; researching and connecting with new business leads via various mediums while building relationships with existing clients.  Drive service development; designing and preparing preliminary sponsorship proposals, including price modelling and cost/benefit analysis.  Project Management of the Aus-China Property Developers & Investors Conference (over 300 delegates- incl. HNW & Institutional Investors) & the China Equity Market Access seminar ( for fund managers, traders & investors)  Research and reporting on the latest developments in the investment industry in the Asia Pacific region.  Research and reporting on the Chinese UHNW insights & Australia’s Investor Visa programs.  Management of and liaison with an international team including an outsourced administration / IT team in Mumbai and research analysts in London and Manila.  Management of 10000+ email databases (initially only 4000 when I started) –coded into industry groups, event participation, and newsletter groups.  Management of the company’s website and social media groups.  Technical skills: proficiency in the Microsoft Office suite, GroupMail, Bloomberg & Factiva Show less



Basis Point Consulting

• Research Analyst

  • Mar 2013 - Jul 2014

  My main duties included:  Split duties of the COO (2 months), including but not limited to liaising and negotiating with suppliers, control of website and marketing duties, sourcing new customers, and interviewing interns.  Project management of the first and second Significant Investor Visa conferences as well as various other seminars.  Project management of the 2013 Australian Investment Managers Directory and other various publications (209 managers profiled).  Supporting the Head of Business Development by researching and connecting with new business leads via various mediums.  Data analysis of financial statistics; including asset allocations, ATO stats, APRA stats and other sources (see 2013 Australian Investment Managers directory). Show less