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Brent Bevan is listed as Asset Consultant | Investment Analyst | Financial Services Executive | (Former) Financial Adviser at MLC Asset Management, a with 129 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Brent Bevan.
Brent Bevan previously worked as Head of Investment Consulting (Managed Accounts) at Mlc Asset Management and Asset Consultant at Mercer Australia. Brent Bevan holds Bachelor'S Degree, Commerce (Financial Planning & Finance) from Griffith University.
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Brent Bevan is a Asset Consultant | Investment Analyst | Financial Services Executive | (Former) Financial Adviser at MLC Asset Management. He possess expertise in wealth management, portfolio management, investments, equities, risk management and 11 more skills.
Listed skills include Wealth Management, Portfolio Management, Investments, Equities, and 12 others.
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Sydney, New South Wales, Australia
I lead a team of experienced investment professionals, providing investment consulting services to financial advice firms and licensees. Our primary focus is the leveraging MLCAM's extensive multi-asset capabilities to develop and deliver bespoke managed account solutions.
Sydney, Australia
I led a small but talented team of analysts whom managed the investment and advice research functions of the Commonwealth Bank's Wealth Advice business, at is peak, representing some 1500 advisers, across 5 AFSL's, entrusted with over $50 billion in client investments & retirement savings.Our responsibilities included investment manager due diligence, asset allocation research, investment consulting, the management of model portfolio and managed account solutions (totalling ~$7 billion) as well as the facilitation of adviser training and support in the areas of investment management, investment governance and the provision of quality investment, superannuation & retirement advice.
Sydney
• Investment strategy, SAA & manager due diligence across multiple asset classes.• Joint portfolio manager for the CBA Group model investment portfolios.• Ongoing investment & advice education facilitator (regular workshops, PD days & conference keynote speaker).• SME for CBA’s Future of Financial Advice project (lead consultant on objectives based advice approaches, risk profiling, probabilistic financial modelling, adviser & client engagement, portfolio construction and product selection).• SME for broader CBA/CFS Retirement product projects and lead analyst for CBA Advice Licensee’s work on retirement annuitisation advice. • SME for CBA Wealth Advice legal, remediation and client advocacy teams.• Regular contributor to the CBA Group Licensee's Investment, Risk & Governance Committees.
Sydney
• APL management, Including investment due diligence for both internal and external product offerings.• Regular review, research & modelling around the group's SAA and model portfolios.• Facilitation of ongoing adviser education on a wide range of topics including asset allocation, product selection, investment advisory and portfolio management, scenario modeling, legislative issues and compliance.• Creation and review of various models and advice tools incorporating asset allocation, retirement/longevity modeling and structured product assessment.• Contributor to Licensee Investment Review Committee.
Sydney, Australia
• Wide range of data presentation, research and financial modelling work (including advanced excel/vba).• Preparation of RFP, research house and consultant reviews materials.• Regular fund commentary for Perpetual’s Property & Australian Equity strategies.• Adhoc research work including economic data, fund performance, attribution & competitor analysis.
Gold Coast
• HNW and UHNW client consulting and advice in the areas of Superannuation, Investment and Risk Management.• Oversee internal product and investment strategy research including management of internal APL and firm model portfolios.• Investment portfolio construction, presentation and implementation for the firms HNW, UHNW and endowment clientele.• Conduct internal Financial Planning and Investment training for Accounting staff, external legal partners & clients.
Gold Coast
• Oversee client services and preplanning functions of the business (including hands on work with complex advice consulting and documentation).• Oversee internal product and investment strategy research including management of internal APL and firm model portfolios.• Conduct internal Financial Planning and investment training for accounting staff, external legal partners & clients.• Oversee and develop business systems and procedures for adviser and adviser support staff (compliance and operations).• Mentor junior planning & paraplanning staff.
Gold Coast / Brisbane
Other employees you can reach at mlcam.com.au. View company contacts for 129 employees →
Michelle Jess
Colleague at Mlc Asset ManagementGreater Sydney Area, Australia
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Raymond Chang, Cfa
Colleague at Mlc Asset ManagementGreater Sydney Area, Australia
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Dennis Pacursa
Colleague at Mlc Asset ManagementIlagan, Cagayan Valley, Philippines
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Louise Tillett
Colleague at Mlc Asset ManagementAdelaide, South Australia, Australia
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Daniel Pascua
Colleague at Mlc Asset ManagementCarcar, Central Visayas, Philippines
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Brendan Dempsey
Colleague at Mlc Asset ManagementGreater Sydney Area, Australia
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Sai Teja Jajala
Colleague at Mlc Asset ManagementHyderabad, Telangana, India
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Lisa Lawrence
Colleague at Mlc Asset ManagementSurrey Hills, Victoria, Australia
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Han Xiao, Cfa
Colleague at Mlc Asset ManagementGreater Sydney Area, Australia
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Alison Lin
Colleague at Mlc Asset ManagementGreater Sydney Area, Australia
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Quick answers generated from the profile data available on this page.
Brent Bevan works for MLC Asset Management.
Brent Bevan is listed as Asset Consultant | Investment Analyst | Financial Services Executive | (Former) Financial Adviser at MLC Asset Management.
Brent Bevan is based in Brisbane, Queensland, Australia while working with MLC Asset Management.
Brent Bevan has worked for Mlc Asset Management, Mercer Australia, Commonwealth Bank, Suncorp, and Perpetual Limited.
Brent Bevan's colleagues at MLC Asset Management include Michelle Jess, Raymond Chang, Cfa, Dennis Pacursa, Louise Tillett, and Daniel Pascua.
You can use AeroLeads to view verified contact signals for Brent Bevan at MLC Asset Management, including work email, phone, and LinkedIn data when available.
Brent Bevan holds Bachelor'S Degree, Commerce (Financial Planning & Finance) from Griffith University.
Brent Bevan is listed with skills including Wealth Management, Portfolio Management, Investments, Equities, Risk Management, Financial Modeling, Asset Allocation, and Investment Strategies.
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