Casey Ratcliffe
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Casey Ratcliffe Email & Phone Number

Investment Adviser at JBWere
Location: Greater Melbourne Area, Australia 6 work roles 7 schools
1 work email found @jbwere.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email c****@jbwere.com
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Current company
JBWere
Role
Investment Adviser
Location
Greater Melbourne Area, Australia
Company size
567 employees

Who is Casey Ratcliffe? Overview

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Quick answer

Casey Ratcliffe is listed as Investment Adviser at JBWere, a with 567 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at jbwere.com and a matched LinkedIn profile for Casey Ratcliffe.

Casey Ratcliffe previously worked as Senior Analyst PWM at Jbwere and Associate Adviser - PWM at Jbwere. Casey Ratcliffe holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Australia.

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Email format at JBWere

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{first}.{last}@jbwere.com
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Profile bio

About Casey Ratcliffe

I am an Investment Adviser forming part of an investment advice team in Private Wealth Management at JBWere. Collaboratively we provide expert investment advice on fixed interest, equities (Domestic and International), asset allocation, portfolio and risk management.I advise a small but diverse group of clients including HNW individuals, family groups, not for profit organisations and aged care operators.I strive to provide my clients with superior investment solutions through comprehensive research and extensive knowledge across all asset classes.

Listed skills include Equities, Portfolio Management, Investments, Derivatives, and 15 others.

Current workplace

Casey Ratcliffe's current company

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JBWere
Jbwere
Investment Adviser
australia
Website
jbwere.com
Employees
567
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Company profile
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6 roles

Casey Ratcliffe work experience

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Investment Adviser

Current
Jbwere

Melbourne, Victoria, Australia

Feb 2020 - Present

Senior Analyst Pwm

Jbwere

Providing trusted, expert advice on investment strategy and portfolio management to a diverse range of clients including high net worth individuals, fund managers and Not For Profit organisations. Qualified as Derivatives Advisor to service Private Wealth Management clients with risk and income strategies.

Associate Adviser - Pwm

Jbwere
Apr 2018 - Dec 2021

Team Leader, Associate, Reporting

Jbwere

Prepared accurate and timely Quarterly and Annual reports for all JBWere platform clients. Focused on CGT, Performance and Income analysis.

Mar 2009 - Nov 2011

Operations Analyst | Equities | Govt Bonds | Stock Loan

Nomura International Plc

London, England

Managed equity and bond trading books for Front Office. Gained extensive knowledge of Japanese, Australasian and European cash equity, stock loan settlement, convertible bonds, Proprietary trading, Portfolio management, Derivatives, Stock Loan & Synthetic Prime Brokerage.

Nov 2006 - Nov 2008
Team & coworkers

Colleagues at JBWere

Other employees you can reach at jbwere.com. View company contacts for 567 employees →

JA Jonathan Andrews Jonathan Andrews Colleague at JbwereGreater Melbourne Area, Australia View → JT John Tang John Tang Colleague at JbwereGreater Melbourne Area, Australia View → MR Maria Ryan Maria Ryan Colleague at JbwereGreater Melbourne Area, Australia View → HW Hugh Williams Hugh Williams Colleague at JbwereGreater Sydney Area, Australia View → DC Deon Cavarra Deon Cavarra Colleague at JbwereMelbourne, Victoria, Australia View → AM Andrew Mathis Andrew Mathis Colleague at JbwereGreater Melbourne Area, Australia View → PW Paul Williams Paul Williams Colleague at JbwereGreater Perth Area, Australia View → PS Peter Snowball Peter Snowball Colleague at JbwereGreater Sydney Area, Australia View → EC Edward Campbell Edward Campbell Colleague at JbwereCamperdown, New South Wales, Australia View → AH Andrew Harvey Andrew Harvey Colleague at JbwereNew Zealand View →
7 education records

Casey Ratcliffe education

Graduate Diploma Of Financial Planning, Financial Planning And Services

Kaplan Australia

Diploma Of Financial Services : Financial Planning

Investment Banking Institute Business School Pty Ltd

Vce

Carey Baptist Grammar School
FAQ

Frequently asked questions about Casey Ratcliffe

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

What company does Casey Ratcliffe work for?

Casey Ratcliffe works for JBWere.

What is Casey Ratcliffe's role at JBWere?

Casey Ratcliffe is listed as Investment Adviser at JBWere.

What is Casey Ratcliffe's email address?

AeroLeads has found 1 work email signal at @jbwere.com for Casey Ratcliffe at JBWere.

Where is Casey Ratcliffe based?

Casey Ratcliffe is based in Greater Melbourne Area, Australia while working with JBWere.

What companies has Casey Ratcliffe worked for?

Casey Ratcliffe has worked for Jbwere, Nomura International Plc, and National Australia Bank.

Who are Casey Ratcliffe's colleagues at JBWere?

Casey Ratcliffe's colleagues at JBWere include Jonathan Andrews, John Tang, Maria Ryan, Hugh Williams, and Deon Cavarra.

How can I contact Casey Ratcliffe?

You can use AeroLeads to view verified contact signals for Casey Ratcliffe at JBWere, including work email, phone, and LinkedIn data when available.

What schools did Casey Ratcliffe attend?

Casey Ratcliffe holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Australia.

What skills is Casey Ratcliffe known for?

Casey Ratcliffe is listed with skills including Equities, Portfolio Management, Investments, Derivatives, Risk Management, Valuation, Financial Markets, and Trading.

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