Jared Tilley, Cfa Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, Australia

I was employed at Contact Asset Management as an investment analyst covering Australian Listed Companies. I was tasked with producing financial analysis and in-depth research for stocks and sectors under my coverage (generalist) plus presenting my recommendations to the investment committee. At the same time, part of my role was driving the distribution and marketing efforts for the firm and the strategies within Contact.

Sydney, Australia

In my last role at Colonial First State, I provided two main functions within their Alliance Partnership Program, this included contributing to and rolling out the sales and marketing strategy for two key Alliance Partners (Affirmative Investment Management & Milliman). Plus providing support for the retail research house ratings process that included preparing due diligence and research documents along with conducting competitor and market analysis.

As an Account Manager within CFS' Research Sales Team I was tasked with managing the research relationships for various fund managers that formed part of the CFS Alliance Partner Program. Key responsibilities included preparation of due diligence and research documents, managing key relationships for internal and external clients plus conducting competitor and market analysis.

Don Wright was a licensed bookmaker with the Australia Turf Club. Over the years my involvement and responsibilities changed as towards the end I helped manage the operation which included staffing requirements, set up, monitoring bets and risk assessment, hedging and reporting.

Stephens Tilley is a chartered accounting firm situated in the CBD and I was employed as an intermediate accountant while studying at university. My main responsibilities were to produce working papers, tax returns and audits for clients and their various entities that would include individuals, trusts, companies and self-managed superannuation funds.

Bachelor Of Commerce (B.Com.), Majoring In Accounting And Finance

Diploma Of Financial Planning