Experience

Ophir Asset Management

• Australia
• Investment Management
• 1 - 100 Employee

• Chief Executive

  • Aug 2019 - Present

  Sydney, Australia

• Investment Director

  • Feb 2019 - Aug 2019

  Sydney, Australia



AMP Capital

• Australia
• Investment Management
• 500 - 600 Employee

• Head of SMSF & Self Directed Wealth

  • Mar 2017 - Feb 2019

  Sydney

• Head of Marketing & Customer Officer

  • Oct 2016 - Mar 2017

  Sydney, Australia

• Head of Global Channel Marketing

  • Dec 2014 - Oct 2016

  Sydney, Australia

• Head of Retail Strategic Marketing

  • Mar 2014 - Dec 2014

• Retail Operations Manager

  • Jul 2012 - Feb 2014

  Sydney, Australia

• International Product Development

  • Nov 2010 - Jul 2012

  Sydney I was responsible for supporting: (i) product and mandate development across all asset classes for the international distribution channel; and (ii) product strategy for the international channel i.e. Japan retail and global instititutional



Fidelity International (most recent role)

• Senior Manager, Investment Management Initiatives

  • Sep 2008 - Sep 2010

  London, United Kingdom I was responsible for overseeing product initiatives across all asset classes (equity, fixed interest & multi-asset) from product concept to implementation. I worked closely with asset class CIOs, Product Management and Portfolio Construction to test product concepts within a pilot fund environment. I was also involved in preparing business acceptance cases for approval by the European Product Review Group, board papers for the various Fidelity fund boards and shareholder notifications. I… Show more I was responsible for overseeing product initiatives across all asset classes (equity, fixed interest & multi-asset) from product concept to implementation. I worked closely with asset class CIOs, Product Management and Portfolio Construction to test product concepts within a pilot fund environment. I was also involved in preparing business acceptance cases for approval by the European Product Review Group, board papers for the various Fidelity fund boards and shareholder notifications. I built strong relationships with senior management across both the Investment Management and Distribution businesses. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Corporate Governance Analyst

  • Dec 2005 - Aug 2008

  London Responsible for representing Fidelity’s views as an institutional shareholder on a wide range of corporate finance related issues. Issues I focused on included M&A, fund raisings & capitalisations, board independence and executive remuneration.



Fulbright & Jaworski LLP

• Australian Qualified Solicitor

  • Apr 2005 - Nov 2005

  London, United Kingdom A member of the Corporate Law team responsible for advising on a broad range of cross-border corporate transactions.



Kelly & Co

• Associate, Taxation Law

  • Sep 2001 - Jan 2005

  Adelaide I was responsible for advising corporations and high wealth individuals on a wide range of taxation law issues arising from commercial transactions and business restructures.