Federico Quaia Email & Phone Number

Sydney, Nsw, Au

Sydney

Findex is a diversified financial services company and the largest provider of Managed Discretionary Accounts in Australia, boasting over $9 billion in funds under management, in which I play a key role in the management and oversight of these assets.• Multi-asset class portfolio construction and implementation• Asset allocation – top-down macroeconomic research• Manager selection – bottom-up research• Fund of funds investing• Investment committee secretary• Investment management (400+ Funds)• Risk management• Bloomberg / FactSet / Morningstar

• Investments due diligence• Fund performance monitoring• Investment committee secretary• Moderating webinars • Backend portfolio administration • Streamlining processes• Support for Advisers

Pre-Seed to Series A startup investment syndicate.

Apollo is an automated cybersecurity platform for startups and SMEs to achieve and maintain security compliance. As a Board Observer, I actively participate in board meetings and closely collaborate with the executive team to gain insights into corporate governance and strategic decision-making.

Sydney, New South Wales, Australia

Sydney Angels is an angel group whose members invest in innovative early-stage companies with high growth potential. The investment process is entirely members driven. As a Sydney Angels member, I actively engage in:• Evaluating pitch decks• Sourcing deal flow • Leading syndicates • Assessing various business models• Evaluating financial models• Negotiating term sheets • Providing post-investment support to portfolio companiesWith a proven track record of nurturing startups, we don't just invest; we offer a network of experienced mentors, a growth-oriented platform, and passionate support for your dreams. If you are a founder seeking capital to scale your business, then you should consider applying for funding through Sydney Angels.Your journey is our journey.

Sydney, Australia

Fortitude is a self-licensed boutique High Net Worth Advisory firm specialising in wholistic financial advice. In this role, I've been supporting two financial advisers with the management of client investment portfolios and wholistic financial planning strategies as well as implementing systems and processes to enhance the business's operations.

Sydney, New South Wales, Australia

BOQ Specialist is the Private Banking division of Bank of Queensland. My responsibilities covered the entire spectrum of retail banking products, including bank accounts, credit cards, and loans. Leveraging this deep understanding, I not only address client inquiries and concerns with precision and professionalism but also proactively identify cross-sale opportunities that align with their financial objectives.

Level 1

Bachelor Of Applied Finance, Financial Planning, Distinction

Equivalent Of Year 12 Hsc, Information Technology