Responsible for leading ifsinvest including managing the team, developing strategy, and engaging with key partners.
Education: MBA VUT, SA Fin, Member FSU
Head of Investment Operations
Responsible for ifsinvest model portfolios and approved product list, operational processes and account management backup for not-for-profit investors.
Education: CIMA®, Chartered Accountant (Aus), Chartered Certified Accountant (UK), BA (hons) Business.
Senior Investment Adviser (Wholesale Clients)
Responsible for providing investment advice to not-for-profits. This includes initial strategic advice - construction and implementation of investment portfolios - and ongoing reviews.
Education: BA (Eco) Melb, GradDipFinPlan.