Experience

Sequoia Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Head of Desk & Senior Wealth Advisor

  • Jul 2020 - Present



Australian Pomegranate Growers Pty Ltd

• Australia
• Food and Beverage Services
• 1 - 100 Employee

• Non Executive Director

  • 2018 - Present



Armytage Private

• Australia
• Financial Services
• 1 - 100 Employee

• Investment Consultant

  • Aug 2015 - Present

  Working with a team of portfolio managers as well as several analysts and researchers, my roles include: establishing investment strategies, selecting appropriate investments and allocating each investment across both fund and IMA investment vehicles. Working with a team of portfolio managers as well as several analysts and researchers, my roles include: establishing investment strategies, selecting appropriate investments and allocating each investment across both fund and IMA investment vehicles.



PhillipCapital Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Portfolio Manager

  • Oct 2001 - Jun 2020

  With over 20 years experience in the financial services industry, I advise clients in all aspects of equity and cash investment, specialising in portfolio management and income enhancing options based strategies. I am an accredited securities dealer in Australian and international shares, managed funds, fixed interest, margin lending and exchange traded options. I hold a bachelor of Commerce as well as being ASX level 1 & 2 options accreditation. With over 20 years experience in the financial services industry, I advise clients in all aspects of equity and cash investment, specialising in portfolio management and income enhancing options based strategies. I am an accredited securities dealer in Australian and international shares, managed funds, fixed interest, margin lending and exchange traded options. I hold a bachelor of Commerce as well as being ASX level 1 & 2 options accreditation.