Bart Ryan Email & Phone Number

Southport, Queensland, Australia

Key Responsibilities:Strategic Leadership: Drive the development and implementation of comprehensive investment strategies aligned with the organization's long-term financial goals. Foster a culture of excellence and continuous improvement within the investment team.Portfolio Management: Oversee the management of investment portfolios, ensuring they are well-diversified and aligned with client risk profiles and investment objectives. Implement advanced analytical methods to… Show more Key Responsibilities:Strategic Leadership: Drive the development and implementation of comprehensive investment strategies aligned with the organization's long-term financial goals. Foster a culture of excellence and continuous improvement within the investment team.Portfolio Management: Oversee the management of investment portfolios, ensuring they are well-diversified and aligned with client risk profiles and investment objectives. Implement advanced analytical methods to monitor market trends and adjust investment strategies accordingly.Risk Management: Develop and maintain robust risk management frameworks to effectively identify, assess, and mitigate financial risks. Employ a proactive approach to risk assessment, leveraging cutting-edge technology to enhance decision-making processes.Client Relations: Build and maintain strong relationships with a diverse client base, providing expert financial advice and personalized investment solutions. Lead client meetings and presentations, offering insights into market trends and investment strategies.Team Leadership: Mentor and develop a high-performing investment team, promoting a collaborative environment that encourages innovation and professional growth. Set clear performance objectives and provide ongoing feedback and support.Financial Analysis: Conduct in-depth financial analysis to identify investment opportunities and evaluate the performance of existing investments. Utilize advanced financial modeling techniques to inform strategic decision-making.Regulatory Compliance: Ensure all investment activities comply with relevant regulations and ethical standards. Stay abreast of regulatory changes and implement necessary adjustments to investment practices and policies. Show less

Bundall, Gold Coast Qld

Achievements- Established client process: responsible for design and implementation of systems used to gather and process client information through to advice documents- Portfolio Construction: managed over 150m FUM, research, construct and review all portfolios used by the firm- Xplan Systems Administrator: created and oversaw the implantation and ongoing use of xplan for the business as it transitioned to it’s own AFSL- Paraplanning Templates: as a senior… Show more Achievements- Established client process: responsible for design and implementation of systems used to gather and process client information through to advice documents- Portfolio Construction: managed over 150m FUM, research, construct and review all portfolios used by the firm- Xplan Systems Administrator: created and oversaw the implantation and ongoing use of xplan for the business as it transitioned to it’s own AFSL- Paraplanning Templates: as a senior paraplanner I have written and implemented all templates used by the AFSL, these are continually updated to reflect changing legislation and best practice. Show less

Bachelor'S Degree, Commerce Majoring In Financial Planning And Management

My studies have presented me with a great learning field, from in-depth research and case studies about the ethics of being a financial.

Self-Managed Superannuation Funds, Financial Planning And Services

Kaplan’s Self-Managed Superannuation Fund (SMSF) program is designed to provide you with a fundamental knowledge of the establishment.

Certificate Iv In Business

Further developed my skills with Microsoft Office, gaining advanced knowledge in Word, Excel, Publisher, Access and Outlook. I also.