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Brent Bevan Email & Phone Number

Asset Consultant | Investment Analyst | Financial Services Executive | (Former) Financial Adviser at MLC Asset Management
Location: Brisbane, Queensland, Australia 10 work roles 2 schools
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Current company
MLC Asset Management
Role
Asset Consultant | Investment Analyst | Financial Services Executive | (Former) Financial Adviser
Location
Brisbane, Queensland, Australia
Company size
129 employees

Who is Brent Bevan? Overview

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Brent Bevan is listed as Asset Consultant | Investment Analyst | Financial Services Executive | (Former) Financial Adviser at MLC Asset Management, a company 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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MLC Asset Management

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About Brent Bevan

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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Brent Bevan's current company

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MLC Asset Management
Mlc Asset Management
Asset Consultant | Investment Analyst | Financial Services Executive | (Former) Financial Adviser
Website
mlcam.com.au
Employees
129
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10 roles · 23 years

Brent Bevan work experience

A career timeline built from the work history available for this profile.

Head Of Investment Consulting (Managed Accounts)

Current
Mlc Asset Management

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.

Mar 2021 - Present

Asset Consultant

Mercer Australia

Sydney, New South Wales, Australia

Oct 2020 - Mar 2021

Executive Manager, Head Of Research

Commonwealth Bank

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.

Sep 2018 - Sep 2020

Senior Manager, Advice & Investment Research

Commonwealth Bank

Sydney, Australia

May 2018 - Sep 2018

Senior Analyst, Advice & Investment Research

Commonwealth Bank

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.
  • 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.
Sep 2014 - May 2018

Investment Research Analyst

Suncorp

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.
Nov 2012 - Sep 2014

Research Analyst

Perpetual Limited

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.
2011 - Nov 2012

Senior Adviser (Private Client Investment)

Wms Chartered Accountants

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.
Oct 2009 - Nov 2011

Research & Paraplanning Manager

Wms Chartered Accountants - Gold Coast Accountants Located In Robina

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.
Oct 2008 - Oct 2009

Roles In Residential & Commercial Finance Broking, Credit Assessment & Financial Planning

Various Boutique & Corporate Firms

Gold Coast / Brisbane

2003 - 2008 ~5 yrs
Team & coworkers

Colleagues at MLC Asset Management

Other employees you can reach at mlcam.com.au. View company contacts for 129 employees →

VW Victoria Wang, Cfa, Cipm, Frm Victoria Wang, Cfa, Cipm, Frm Colleague at Mlc Asset Management Sydney, New South Wales, Australia, Australia View → GM Grant Mizens Oam Grant Mizens Oam Colleague at Mlc Asset Management Greater Sydney Area, Australia View → LT Louise Tillett Louise Tillett Colleague at Mlc Asset Management Adelaide, South Australia, Australia, Australia View → BM Brooke M. Brooke M. Colleague at Mlc Asset Management Greater Sydney Area, Australia View → MJ Michelle Jess Michelle Jess Colleague at Mlc Asset Management Greater Sydney Area, Australia View → SS Sam Stobart Sam Stobart Colleague at Mlc Asset Management Greater Sydney Area, Australia View → KP Kim Phan Kim Phan Colleague at Mlc Asset Management Sydney, New South Wales, Australia, Australia View → ZW Zivan Wong Zivan Wong Colleague at Mlc Asset Management Greater Sydney Area, Australia View → RC Raymond Chang, Cfa Raymond Chang, Cfa Colleague at Mlc Asset Management Greater Sydney Area, Australia View → DP Daniel Pascua Daniel Pascua Colleague at Mlc Asset Management Carcar, Central Visayas, Philippines, Philippines View →
2 education records

Brent Bevan education

Master'S Degree, Applied Finance

Kaplan Higher Education
FAQ

Frequently asked questions about Brent Bevan

Quick answers generated from the profile data available on this page.

What company does Brent Bevan work for?

Brent Bevan works for MLC Asset Management.

What is Brent Bevan's role at MLC Asset Management?

Brent Bevan is listed as Asset Consultant | Investment Analyst | Financial Services Executive | (Former) Financial Adviser at MLC Asset Management.

Where is Brent Bevan based?

Brent Bevan is based in Brisbane, Queensland, Australia while working with MLC Asset Management.

What companies has Brent Bevan worked for?

Brent Bevan has worked for Mlc Asset Management, Mercer Australia, Commonwealth Bank, Suncorp, and Perpetual Limited.

Who are Brent Bevan's colleagues at MLC Asset Management?

Brent Bevan's colleagues at MLC Asset Management include Victoria Wang, Cfa, Cipm, Frm, Grant Mizens Oam, Louise Tillett, Brooke M., and Michelle Jess.

How can I contact Brent Bevan?

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.

What schools did Brent Bevan attend?

Brent Bevan holds Bachelor'S Degree, Commerce (Financial Planning & Finance) from Griffith University.

What skills is Brent Bevan known for?

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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