Philip Rees

Chairman, Investment Committee at Entrust Wealth Management Pty Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Perth Area, AU
Skills

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Credentials

  • CFA Institute CE Program 10 Year Milestone
    CFA Institute
  • Certified Practicing Accountant
    CPA Australia
  • Chartered Financial Analyst
    CFA Institute
  • Fellow Member of the Chartered Governance Institute
    Governance Institute of Australia
  • Senior Fellow
    Finsia (Financial Services Institute of Australasia)

Experience

  • Entrust Wealth Management
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Chairman, Investment Committee
      • Jun 2019 - Present

      Chair of Investment Committee that oversees strategic and tactical asset allocation strategy for Entrust investment mandates. Chair of Investment Committee that oversees strategic and tactical asset allocation strategy for Entrust investment mandates.

  • Westoz Funds Management
    • Australia
    • Investment Management
    • Non Executive Director
      • May 2005 - Present

      Non Exec Director and member of Investment Committee. From inception to August 2018, had an executive role overseeing management and operation of the the funds management business and investment of portfolios. Non Exec Director and member of Investment Committee. From inception to August 2018, had an executive role overseeing management and operation of the the funds management business and investment of portfolios.

  • GESB
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director Investments
      • Oct 1994 - Sep 2000

      Oversaw investment of GESB's portfolio of assets across a broad range of asset classes, including international and domestic equities, fixed interest and property Oversaw investment of GESB's portfolio of assets across a broad range of asset classes, including international and domestic equities, fixed interest and property

  • Suncorp Investments
    • Portfolio Manager
      • Jun 1992 - Oct 1994

Education

  • University of Western Australia
    Bachelor of Commerce, Accounting and Finance
    1979 - 1982
  • Scotch College
    1970 - 1978

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