Evan Cormack

Evan Cormack Email and Phone Number

Financial Adviser @ Elixir Private Wealth
australia
Evan Cormack's Location
Greater Sydney Area, Australia
Evan Cormack's Contact Details

Evan Cormack work email

Evan Cormack personal email

n/a
About Evan Cormack

- 8 Years Financial Planning Practice service within family business- 10 Years Corporate & Institutional Banking service within Custodial Services- Experience in both domestic and foreign markets- Corporate Actions experience in mandatory and voluntary events- Corporate Governance experience in foreign disclosures, foreign proxy cards, account setup and reconciliation, client conflict resolution- Unlisted Unit Trust trading, settlements, distributions and reconciliation- Equity and Derivatives trading, settlements and processing- Accounts Payable experience dealing in supply chain management, contractor and supplier pay roll, company suspense account reconciliation, petty cash account management, staff training and guidance

Evan Cormack's Current Company Details
Elixir Private Wealth

Elixir Private Wealth

View
Financial Adviser
australia
Website:
elixirprivatewealth.com.au
Employees:
5
Evan Cormack Work Experience Details
  • Elixir Private Wealth
    Financial Adviser
    Elixir Private Wealth Aug 2022 - Present
    Sydney, New South Wales, Australia
    View
  • Godfrey Pembroke Ltd
    Financial Advisor
    Godfrey Pembroke Ltd Jan 2019 - Aug 2022
    View
  • Godfrey Pembroke Ltd
    Client Services Manager
    Godfrey Pembroke Ltd Jan 2014 - Aug 2022
    Sydney, Australia
    - Client Management- Portfolio Management- Fund Research & Analysis- Client Reporting- Account Reconciliation- Business Accounts Payable & Invoicing
    View
  • Northern Trust Corporation
    Analyst
    Northern Trust Corporation Mar 2013 - Sep 2013
    London, United Kingdom
    - Corporate Governance Analyst- Reconciliation of Client Voting Reports- Collation, Processing and Lodgement of Foreign Proxy Cards- Processing and Lodgement of Beneficial Ownership Details- Client Account Creation- Trade Blocking- Liaise with Independent Market Data providers on hourly basis- Reconciliation of Foreign Fee Structures- Project Work, Corporate Sustainability and Service Improvement
    View
  • Hsbc
    Executive
    Hsbc Jul 2006 - Sep 2012
    Sydney, Australia
    - Payments and Cash Management, Domestic and Foreign Markets- Distributions and Funding, Unlisted Unit Trusts- Corporate Actions Processing, Mandatory and Voluntary Events- Client Services Support- Reconciliation and Data Administration Support- Project Work, Corporate Sustainability and Service Improvement- System Testing, IBM i-Series and Network Integration
    View
  • Westpac Institutional Bank
    Executive
    Westpac Institutional Bank Jul 2003 - Jun 2006
    Sydney, Australia
    - Unlisted Unit Trust Trade Settlement, Distribution Processing- Payments and Cash Management, Domestic and Foreign Markets- Corporate Actions Processing, Mandatory Events- Institutional and Government Bond Payment Processing- AUSTRACLEAR and CHESS Trading, Settlement and Processing- Client Services for Domestic Key Clients- Reconciliation and Data Administration Support- Service Improvement and User Training- System Testing, IBM i-Series and Network Integration
    View

Evan Cormack Skills

Portfolio Management Investments Cash Management Investment Banking Mutual Funds Account Reconciliation Trading Asset Management Smsf Retirement Planning Superannuation Equity Capital Markets Account Management

Evan Cormack Education Details

Frequently Asked Questions about Evan Cormack

What company does Evan Cormack work for?

Evan Cormack works for Elixir Private Wealth

What is Evan Cormack's role at the current company?

Evan Cormack's current role is Financial Adviser.

What is Evan Cormack's email address?

Evan Cormack's email address is ev****@****.com.au

What schools did Evan Cormack attend?

Evan Cormack attended Kaplan Professional, Kaplan Australia, Australian Custodial Services Association, Knox Grammar School.

What are some of Evan Cormack's interests?

Evan Cormack has interest in Study Of Human Anatomy, Portfolio Management And Investing, Health And Nutrition, Weight Training, Long Distance Running, Emerging Technologies And Start Ups, Scientific Literature, Poverty Alleviation.

What skills is Evan Cormack known for?

Evan Cormack has skills like Portfolio Management, Investments, Cash Management, Investment Banking, Mutual Funds, Account Reconciliation, Trading, Asset Management, Smsf, Retirement Planning, Superannuation, Equity Capital Markets.

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