Anthony L. Email & Phone Number

Greater Melbourne Area

My role in the Commercialisation team includes• Proof of concept development and the commercialisation of emerging Deep Tech IP• Write business plans/pitch decks for deep tech opportunities and present to them a committee • Investment due diligence on a variety of emerging technologies in the deep tech space• Provide advice on applying for funding and other opportunities in the innovation ecosystem• Build business models such as cost vs benefit analysis to validate business strategy• Valuation review of equity portfolio holdings and presented to stakeholders such as the ANAO• Evaluate investment proposals/term sheets and also assist in structuring/executing deals• Portfolio management - CSIRO Equity Portfolio and Innovation Acceleration Fund

Providing advice to start ups to the Stone & Chalk's community. Advice includes how to access grant funding, venture capital and general business advice.

Melbourne, Victoria, Australia

I am currently involved in the following subjects:Strategy & Performance | Financial Modelling | Data Analytics & Insights | Business Performance

Melbourne, Victoria, Australia

Australia

Melbourne, Australia

My role in Investment/Wealth Advisory includes:• Devising and implementing tailored investment strategies for client portfolios this includes asset allocations and investment product selection• Conducting research and due diligence on investment opportunities across all asset classes, this includes meeting several fund managers, peer analysis, quantitative and risk analysis• Producing PowerPoint presentations showcasing investment opportunities and strategy implementation• Asset management for ultra high net wealth individuals and groups• Built various investment tools to enhance the quality advice provided to clients

Melbourne, Australia

My role in Business Advisory Services includes:• Preparation of financial statements for clients in industries such as SMEs, financial services, emerging technologies, retail, high net worth and property development• Financial modelling work involving testing various spreadsheets and building models• Providing business strategy advice such as cost optimisation, forecasting and tax planning• Also completed secondments in Consulting, Transaction Services and Government Advisory

Bachelor'S Degree, Accounting And Finance

Merit Scholarship, Orientation Week, Peer Mentoring, Open Day, Monash University BusEco Ambassador Program and the Monash University.

Education record