Experience

Integrated Advisory
• Australia
• Investment Management
• 1 - 100 Employee
• Director & Principal Consultant

  • Jul 2019 - Present

AMP Capital
• Australia
• Investment Management
• 500 - 600 Employee
• Senior Business Consultant

  • Jun 2014 - Jul 2019

Solaris Investment Management Limited
• Head of Finance & Compliance

  • Apr 2013 - Jun 2014


Public Trustee of Queensland

• Australia
• Government Administration
• 100 - 200 Employee

• Manager, Funds Management

  • Apr 2012 - Apr 2013

  The Public Trustee of Queensland is a leading Australian trustee with circa $1.2 billion in funds under management in a suite of investment offerings including a $600 million fixed income portfolio and a range of diversified multi sector portfolios. My team and I are responsible for the creating and managing an extensive fixed income investment portfolio including investment selection, monitoring the portfolio and financial markets, and setting, reviewing and revising investment strategy on an ongoing basis. In addition, my team and I are responsible for managing extensive investment mandates of a range of multi sector investment offerings including all aspects of manager due diligence, manager reviews and ongoing performance monitoring. Further, my team and I are also responsible for day to day investment operations including:  the review and approval of unit pricing methodology and calculations together with day to day fund accounting activities.  review and approval of trust deed, product disclosure statements, investor updates and other scheme and corporate information;  financial audit management;  designing, implementing and maintaining an effective risk management and internal control framework across the investment portfolios and business;  preparing and reviewing Investment Committee papers and reports;  cultivating relationships with, and reviewing the performance of, external service providers including custodians, banks, unit registry service providers, tax and accounting advisers and auditors. Show less



Navigator Global Investments Limited

• Investment Management
• 1 - 100 Employee

• Head of Product and Operations

  • Jun 2007 - Dec 2011

  The HFA Group is an ASX listed alternate and hedge fund investment group with circa $6 billion in funds under management and investments in leading Australian and United States fund managers. As Head of Product and Operations, I together with my investment and operational teams, were responsible for all investment and operational aspects in the management of $2 billion invested in alternate investment fund portfolios. My operational team and I were responsible for day to day fund operations and compliance functions including:  the review and approval of unit pricing methodology and calculations together with day to day fund accounting activities.  review and approval of scheme constitutions, product disclosure statements, advertisements and presentations, investor updates and other scheme and corporate information;  financial and compliance plan audit management;  designing, implementing and maintaining an effective risk management and internal control framework across the investment portfolios and business;  presenting to retail, wholesale and institution investors (and their advisors) in relation to fund performance, strategy and asset allocation;  cultivating relationships with, and reviewing the performance of, external service providers including custodians, banks, unit registry service providers, tax and accounting advisers and auditors. In addition, my investment team and I were also responsible for the acquisition and disposal of listed and unlisted securities, derivatives, bonds, complex financial instruments and currency for HFA’s investment funds. We created and managed extensive investment mandates with a range of global investment managers including all aspects of due diligence, manager and investment selection and ongoing performance monitoring. I was a key member of the Investment Committee, Compliance Committee, Audit and Risk Committee and was a Responsible Manager on the businesses Australian Financial Services Licence. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Senior Derivatives Analyst

  • Dec 2006 - Jun 2007

  As a Senior Derivatives Analyst with UBS AG in London, one of the world’s premier investment banks, I was key member of a team responsible for a global portfolio of structured and exotic derivatives. Our unit was a lead unit in the development of the company’s global derivatives trading strategy. In this role I was accountable for:  formulating, monitoring and reviewing derivatives strategies;  developing pricing, valuation and modelling structures for derivative trading activities;  ongoing financial market assessment to identify and optimise profitable and defensive trading opportunities for UBS; and,  preparing detailed market and trading reports and recommendations for Directors and clients of UBS. Show less



HFA Asset Management Limited

• Product and Operations Manager

  • Jan 2005 - Dec 2006

  As the Product and Operations Manager I reported to the Joint Managing Directors of a privately owned hedge fund manager with circa $1billion in funds under management. In this role I was accountable for the day to day financial operations of the various investment funds and structured financial products including:  financial reporting, preparation of annual reports and returns, fund compliance and management of external audit;  financial modelling, portfolio monitoring, analysis and reporting of product and investment performance; and,  NAV and Unit Price calculations, execution and settlement of foreign exchange hedging, fund cashflow management and reporting. Show less