Experience

Lanteri Partners Group

• Australia
• Financial Services
• 1 - 100 Employee

• Associate Portfolio Manager

  • Feb 2016 - Present

  Positioned within the Funds Management department at Lanteri Partners, working alongside the Senior Portfolio Manager to implement strategic investment decisions over the firms Funds Under Management. We deliver holistic professional services and advice to a High Net Worth clientele base, primarily operating out of Victoria, Australia. Positioned within the Funds Management department at Lanteri Partners, working alongside the Senior Portfolio Manager to implement strategic investment decisions over the firms Funds Under Management. We deliver holistic professional services and advice to a High Net Worth clientele base, primarily operating out of Victoria, Australia.



CommSec

• Australia
• Financial Services
• 400 - 500 Employee

• eChannel Equities Associate

  • Apr 2010 - Jan 2016

  Confidently ventured out of a Secured Lending role with BankWest following my growing interest in equities and financial markets. Successfully secured a spot with CommSec with the intent of gaining exposure in a fast paced stockbroking environment. Daily duties encompass - Managing investor relationships - Australian trading operations - Education and training - Email communications and social media interactions - Interpretation of quantitative and qualitative company reports and announcements Show less



Bankwest

• Australia
• Financial Services
• 700 & Above Employee

• Senior Consultant (Home loan adviser)

  • Oct 2007 - Mar 2010