Experience

Akambo Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Investment Portfolio Manager

  • Mar 2020 - Present

  The Investment team at Akambo manages around $2 billion, predominantly retirement funds, on behalf of the firm's financial advice clients. Akambo manages a range of single and multi-asset investment portfolios consisting of domestic and international equities and fixed income securities across a number of platforms, primarily using a direct investment approach. The Investment Managers are responsible for the asset and sector allocation and securities selection, portfolio construction and… Show more The Investment team at Akambo manages around $2 billion, predominantly retirement funds, on behalf of the firm's financial advice clients. Akambo manages a range of single and multi-asset investment portfolios consisting of domestic and international equities and fixed income securities across a number of platforms, primarily using a direct investment approach. The Investment Managers are responsible for the asset and sector allocation and securities selection, portfolio construction and management, and portfolio operations for the multi asset portfolios as well as adviser and client support and am the lead manager for the equity income portfolio. Show less The Investment team at Akambo manages around $2 billion, predominantly retirement funds, on behalf of the firm's financial advice clients. Akambo manages a range of single and multi-asset investment portfolios consisting of domestic and international equities and fixed income securities across a number of platforms, primarily using a direct investment approach. The Investment Managers are responsible for the asset and sector allocation and securities selection, portfolio construction and… Show more The Investment team at Akambo manages around $2 billion, predominantly retirement funds, on behalf of the firm's financial advice clients. Akambo manages a range of single and multi-asset investment portfolios consisting of domestic and international equities and fixed income securities across a number of platforms, primarily using a direct investment approach. The Investment Managers are responsible for the asset and sector allocation and securities selection, portfolio construction and management, and portfolio operations for the multi asset portfolios as well as adviser and client support and am the lead manager for the equity income portfolio. Show less



Lonsec

• Australia
• Financial Services
• 100 - 200 Employee

• Head of Intermediary Equities Desk

  • Jun 2013 - Jun 2018

  Head of Lonsec’s Intermediary Equities Desk responsible the management and distribution of Lonsec’s direct investment solutions, equities research, portfolio construction and advice, ASX and International equities trading, execution and settlement services to Australian financial intermediaries, financial planners, IFA's, dealer groups, and accounting practices. Managing a front office team of wholesale equities dealers providing large and sophisticated wealth management practices with… Show more Head of Lonsec’s Intermediary Equities Desk responsible the management and distribution of Lonsec’s direct investment solutions, equities research, portfolio construction and advice, ASX and International equities trading, execution and settlement services to Australian financial intermediaries, financial planners, IFA's, dealer groups, and accounting practices. Managing a front office team of wholesale equities dealers providing large and sophisticated wealth management practices with full service direct investment solutions and investment consulting services. Show less Head of Lonsec’s Intermediary Equities Desk responsible the management and distribution of Lonsec’s direct investment solutions, equities research, portfolio construction and advice, ASX and International equities trading, execution and settlement services to Australian financial intermediaries, financial planners, IFA's, dealer groups, and accounting practices. Managing a front office team of wholesale equities dealers providing large and sophisticated wealth management practices with… Show more Head of Lonsec’s Intermediary Equities Desk responsible the management and distribution of Lonsec’s direct investment solutions, equities research, portfolio construction and advice, ASX and International equities trading, execution and settlement services to Australian financial intermediaries, financial planners, IFA's, dealer groups, and accounting practices. Managing a front office team of wholesale equities dealers providing large and sophisticated wealth management practices with full service direct investment solutions and investment consulting services. Show less



Patersons Securities Limited

• Australia
• Financial Services
• 1 - 100 Employee

• Equities and Derivatives Advisor

  • 2006 - May 2013

  Private Client advisor to High Net Worth clients and sophisticated investors (s708) providing individualized investment, wealth management and portfolio construction advice and services. Full service direct equities broking in Australian and International equities, managed funds, interest rate securities, exchange traded options, margin lending, portfolio management and asset allocation. Private Client advisor to High Net Worth clients and sophisticated investors (s708) providing individualized investment, wealth management and portfolio construction advice and services. Full service direct equities broking in Australian and International equities, managed funds, interest rate securities, exchange traded options, margin lending, portfolio management and asset allocation.



ANZ

• Australia
• Banking
• 700 & Above Employee

• ANZ Investment Bank - Interest Rate and Credit Derivatives

  • 2004 - 2006

  OTC Interest Rate and Credit Derivative (ISDA) Market Operations Department OTC Interest Rate and Credit Derivative (ISDA) Market Operations Department


HSBC
• United Kingdom
• Financial Services
• 700 & Above Employee
• Business Banking Clerk

  • 2002 - 2003

Westpac
• Australia
• Banking
• 700 & Above Employee
• Bank Teller

  • 2000 - 2002