Rohan Brotherson
Distribution Manager | Aura Group at Aura Group- Claim this Profile
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Bio
David Michayluk
I am pleased to provide a recommendation for Rohan. I taught Rohan in Applied Financial Decision Making - the capstone subject in the Bachelor of Business Finance Major. The capstone tests all areas of Finance and Rohan did well in the subject scoring a distinction! Rohan did very well in the weekly assessments demonstrating a broad understanding of Finance topics. Congrats on your performance and good luck in your career!
David Michayluk
I am pleased to provide a recommendation for Rohan. I taught Rohan in Applied Financial Decision Making - the capstone subject in the Bachelor of Business Finance Major. The capstone tests all areas of Finance and Rohan did well in the subject scoring a distinction! Rohan did very well in the weekly assessments demonstrating a broad understanding of Finance topics. Congrats on your performance and good luck in your career!
David Michayluk
I am pleased to provide a recommendation for Rohan. I taught Rohan in Applied Financial Decision Making - the capstone subject in the Bachelor of Business Finance Major. The capstone tests all areas of Finance and Rohan did well in the subject scoring a distinction! Rohan did very well in the weekly assessments demonstrating a broad understanding of Finance topics. Congrats on your performance and good luck in your career!
David Michayluk
I am pleased to provide a recommendation for Rohan. I taught Rohan in Applied Financial Decision Making - the capstone subject in the Bachelor of Business Finance Major. The capstone tests all areas of Finance and Rohan did well in the subject scoring a distinction! Rohan did very well in the weekly assessments demonstrating a broad understanding of Finance topics. Congrats on your performance and good luck in your career!
Credentials
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Fundamentals of Alternative Investments Certificate®
CAIA AssociationApr, 2022- Sep, 2024 -
CFA Institute Investment Foundations Certificate®
CFA InstituteMar, 2021- Sep, 2024 -
Advanced Responsible Investment Analysis Certificate
Principles for Responsible InvestmentFeb, 2021- Sep, 2024 -
RG 146 Tier 1 General Advice (Derivatives, Life Insurance, Securities, Managed Investments, Superannuation)
ASICJan, 2017- Sep, 2024 -
RG146 Tier 2 Personal Advice (Deposit Products and Non-Cash Payments, General Insurance)
ASICJan, 2016- Sep, 2024
Experience
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Aura Group
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Business Consulting and Services
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1 - 100 Employee
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Distribution Manager | Aura Group
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Apr 2022 - Present
Capital Raising, Business Development and Investor Relations for Aura's suite of wholesale alternative investment products across Private Credit, Private Equity, Venture Capital and Diversified funds throughout the HNW, Private Wealth, Family Office, Consultant and Institutional investor Channels. Capital Raising, Business Development and Investor Relations for Aura's suite of wholesale alternative investment products across Private Credit, Private Equity, Venture Capital and Diversified funds throughout the HNW, Private Wealth, Family Office, Consultant and Institutional investor Channels.
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Lonsec
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Australia
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Financial Services
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100 - 200 Employee
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Business Development Manager
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Nov 2020 - Feb 2022
Fund Manager Relations (NSW, QLD) - Managed a book of 80+ Research Rating clients worth $7.5m+ in Revenue per annum. I was also responsible for generating new business which Involved meeting with fund managers, performing an initial Investment product due diligence and executing contracts. During CY 2021, I successfully implemented book wide price increases ranging 3%-12% per existing client and onboarded $750k+ of new business revenue expected to renew in perpetuity and included 13 new Fund Manager clients. Show less
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Rainmaker Information
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Australia
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Financial Services
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1 - 100 Employee
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Senior Business Development Manager
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Oct 2020 - Nov 2020
Formed many new relationships across all participants of the wealth management industry including fund managers, super funds, platforms and financial planners to ensure all were aware of Rainmaker’s data, research and events offering.I was also fortunate to co-host an institutional asset allocation research tour to Europe (Switzerland, Germany, UK) in 2019.
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Business Development Manager
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Oct 2018 - Sep 2020
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BT
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Belgium
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Financial Services
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1 - 100 Employee
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Wealth Consultant, BT Advice - Investment Solutions
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Jan 2018 - Oct 2018
General advice and support to direct investors and financial advisers across BT Investment Solutions. This covered managed investments offered on the BT Panorama platform, and direct managed funds across equities, listed property, cash and fixed income offered by Advance Asset Management and BT Investment Management (now Pendal).
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Wealth Consultant, BT Advice - Super and Investments
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May 2017 - Jan 2018
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Westpac
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Australia
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Banking
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700 & Above Employee
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Personal Banking Adviser
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May 2016 - May 2017
Ensuring each customer’s banking needs were fully explored and realised across the banks product suite which included cash accounts, credit and lending, insurance, and conservative investment products.
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Teller
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Jun 2015 - May 2016
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Education
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2022 -
University of Oxford
Executive Education, Private Markets Investment Programme -
2021 - 2022
Kaplan Professional
Master of Financial Planning (MFinPlan) -
2015 - 2020
University of Technology Sydney
Bachelor of Business (B.Bus) (Finance, Business Law) -
St Aloysius' College, Milsons Point
NSW Higher School Certicate (HSC) -
St Joseph's College Hunters Hill
Community
