Brendan Irwin

Brendan Irwin Email and Phone Number

Snr Investment Research Analyst at SQM Research @ SQM Research
australia
Brendan Irwin's Location
Greater Sydney Area, Australia
Brendan Irwin's Contact Details

Brendan Irwin personal email

n/a
About Brendan Irwin

A deep background in the management of institutional and retail assets and a passion for communicating and building relationships with people at all levels of investment sophistication. Strong network of connections with consulting/research houses, investment platform providers and dealer groups. Hands on experience in managing and presenting on all asset classes. Authored the Australian Master Financial Planning Guide investment section for 3 years. Providing consulting services to independent research houses.Experienced in setting up and managing investment departments in both institutional and retail environments including dealer group’s & working with financial advisers and their clients. Leadership in mentoring staff members to develop their skills and creating a respected professional culture across a business. Received numerous outstanding team awards.

Brendan Irwin's Current Company Details
SQM Research

Sqm Research

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Snr Investment Research Analyst at SQM Research
australia
Website:
sqmresearch.com.au
Employees:
14
Brendan Irwin Work Experience Details
  • Sqm Research
    Snr Investment Research Analyst
    Sqm Research Oct 2019 - Present
    Sydney, Australia
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  • Bri Consulting
    Consultant
    Bri Consulting Oct 2018 - Oct 2019
    Sydney, Australia
    Independent consultant providing fund/product assessments and research services to asset consultants, research rating houses and financial advice practices.
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  • Centrepoint Alliance
    Senior Research Analyst
    Centrepoint Alliance Sep 2017 - Oct 2018
    Sydney, Australia
    Conduct research of managed funds, structured products, investment platforms, insurance products, stockbroking providers and listed securities. Assist Advisers with investment and portfolio construction issues.
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  • Mercer - Investments
    Research Manager
    Mercer - Investments Mar 2014 - Dec 2016
    Sydney, Australia
    Initially contracted to review and restructure the wealth management’s research processes for compliance and investment solutions for HNW clients. Subsequently accepted full time role to further develop the investment and business offering for high net worth clients.
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  • Count Financial
    Senior Executive - Research, Product & Platforms
    Count Financial Jan 2011 - Dec 2013
    1 Alfred Street, Sydney
    Head of Research of investment department with a staff of 7 responsible for fund manager research, listed security advice, wealth protection (insurance) & investment administration platforms (9 with 4 institutions).
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  • Amp
    Research Manager
    Amp 2009 - 2011
    Sydney
    Responsible for restructuring one of Australia's largest financial planning investment research departments including new staff, tender for two research houses and redesign of SAA and new Model Portfolios.
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  • St.George Private Bank
    Head Of Portfolio And Product
    St.George Private Bank 2007 - 2008
    Took on duel roles and within 9 months received Banks Outstanding Achievement Award for dramatically restructuring and increasing investment review efficiency.Chair of Investment Committee responsible for Model Portfolios of managed funds as well as Australian listed shares and hybrids.
  • Invest View Pty Ltd
    Ceo
    Invest View Pty Ltd 2004 - 2007
    Sydney
    Created an independent financial planning business focusing on SMSF's, small business owners and high net worth clients.
  • Am Corp / Ioof
    Chief Investment Officer
    Am Corp / Ioof 2001 - 2004
    In charge of a $3.5 Billion multi-manager Investment Department with staff of 14 covering all aspects of investment decision making and operations. All funds rose in performance ranking survey to 1-2nd qurartile rankings. Promoted to Executive Board.
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  • Ubs Private Bank
    Portfolio Manger Aat
    Ubs Private Bank 1998 - 2001
    Joined newly established Swiss private bank seeking to turn transaction based broker model into fee for service HNW business.Chair of Investment Committee for Model Portfolios of listed securities and managed funds.

Brendan Irwin Skills

Portfolio Management Investments Wealth Management Investment Strategies Asset Allocation Asset Management Equities Financial Services Securities Investment Management Investment Advisory Strategic Financial Planning Financial Markets Superannuation Team Leadership Finance

Frequently Asked Questions about Brendan Irwin

What company does Brendan Irwin work for?

Brendan Irwin works for Sqm Research

What is Brendan Irwin's role at the current company?

Brendan Irwin's current role is Snr Investment Research Analyst at SQM Research.

What is Brendan Irwin's email address?

Brendan Irwin's email address is bi****@****box.com

What skills is Brendan Irwin known for?

Brendan Irwin has skills like Portfolio Management, Investments, Wealth Management, Investment Strategies, Asset Allocation, Asset Management, Equities, Financial Services, Securities, Investment Management, Investment Advisory, Strategic Financial Planning.

Who are Brendan Irwin's colleagues?

Brendan Irwin's colleagues are Chetan Trehan, Mba, Anastasia Shagina, Julius Zondag, Michael Lindsay, Smita Bhakat, Peter Evans, Sam Tate.

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