Responsible Manager of PhillipCapital' s Stockbroking operations in Australia, PhillipCapital Limited AFSL 246827 is an ASX and ChiX Trading Member firm. Responsibilities have included overseeing Advice to Retail and Wholesale (Personal and General) Managed Discretionary Accounts and Funds Management. Corporate and ECM activities. Institutional dealing. Wholesale services. to AFSLs. Direct to retail Online Trading.

Responsible Manager OTC Derivatives (CFD and FX) Issuer & Market Maker at Phillip Capital Trading Pty Ltd, AFSL 246796 until the business sale June 2020.

Queensland State Manager for PhillipCapital Limited's stockbroking operations. Responsibilities included oversight of the Queensland Private Wealth advisory division.

BackgroundA Private Wealth portfolio manager working for a Stockbroker, with over 10 years experience in the Financial Services Industry in Australia. I specialise in portfolio management, providing personal advice to private clients in Equities and general advice in Options. Working for a stockbroker I call on my trading background to actively manage risk and client exposure and utilise a variety of tools to boost yield and income within my portfolios. In the early part of my career I advised and managed client money across a number of global asset classes including Foreign Exchange (FX), Futures, Derivatives and CFDs, I was also involved in the development of Fully Automated Futures and FX trading systems and managed client funds on a discretionary basis via MDAs and IMAs.My Clients include:-Individual and Joint Portfolio Clients-SMSF Portfolio Investors-Company Investors-Option Traders-Investors seeking to extract Yield and Income from existing portfolios.-Investors looking to manage single stock risk or to restructure under performing portfoliosServices-I believe in gaining an intimate understanding of my clients situation, needs and objectives to tailor a personal advice solution and grow wealth over the long term.-Actively managing a portfolio with those objectives in mind lends to effective risk management to preserve the clients capital base whilst maintaining long term profit potential.-Many Stockbrokers struggle to offer sell side advice, active management encompasses both entry and exit of positions when appropriate as well as hedging strategies using various Derivative tools.Specialties-Personal Advice Equities-Long Term Wealth Management-Active Risk Management-Income Generation using Options-Option TradingTrading, Data and Software Platforms usedIressWebIressSHARESTOMSPALIONCSFB Prime TradePATSTradeBulletJTraderTradeStationCMCIG MarketsSAXOBANKInteractive BrokersMetaTrader4FutureSourceTelerateReuters Eikon