As a finance management professional, I have a proven track record of delivering top-notchfinancial analysis to clients. I possess a keen ability to conduct thorough market research,analyse trends and industry developments and provide strategic recommendations tomaximise financial growth potential. My attention to detail is second to none, enabling me toperform daily and monthly reconciliation of financial records, ensuring accuracy andcompliance with regulatory requirements.I have the ability to communicate legal advice and financial information clearly andeffectively to clients, stakeholders, and team members. Collaboration is another importantpart of my skillset and I work closely with corporate actions teams and other legalprofessionals to facilitate the movement of funds, ensuring seamless coordination and timelyresolution of issues.Innovation is at the forefront of my approach and I strive to foster a culture of innovationand collaboration within the workplace. I encourage employees to contribute new ideas andapproaches to drive growth and success. Leadership is also a strength of mine, and I takepride in providing training, coaching, and mentorship to help team members grow and thrivein their roles. I believe in leading by example and setting a standard for success.My analytical thinking skills enable me to leverage expert knowledge and analytical skills toevaluate market conditions, identify potential risks and opportunities, and makerecommendations to optimise financial investments. With my broad range of skills andexpertise, I am confident in my ability to provide the highest level of financial managementservices to clients.In addition to my professional expertise, I also have a passion for a few personal pursuitsthat keep me balanced and engaged. One of my top priorities is fitness, and I make sure toprioritise my daily routine of hitting the gym or playing basketball matches regularly. I loveto travel and explore new cultures and I've had the opportunity to travel to some amazingdestinations like Egypt and Asia, often embarking on solo trips to really immerse myself inthe local experience. Another interest of mine is 19th Century Russian and Australianhistory. I find it fascinating to explore the social and political dynamics of these two vastlydifferent cultures, and how they evolved over time. Finally, I'm also an avid investor andenjoy keeping up with the latest trends and opportunities in the financial world.
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Managing DirectorKelkap Sep 2023 - PresentMelbourne, Victoria, Australia -
Investment AdviserAsr Wealth Advisers Oct 2019 - Nov 2023Melbourne, AustraliaDuring my tenure as an Investment Advisor specializing in equities at ASR Wealth Advisors,I was responsible for building and managing a diverse and profitable equities book thataligned with our clients' investment goals. I leveraged my in-depth knowledge of the stockmarket and investment principles to drive growth and manage risks effectively. Additionally,I provided exceptional client service by engaging with clients regularly, understanding theirfinancial needs, educating them about investment strategies, and offering personalizedadvice that helped them achieve their goals.I stayed apprised of changes and developments in the stock market by researching andanalysing industry trends, economic indicators, and market data to make informedinvestment decisions that optimized returns for our clients. Furthermore, I sold a range ofinvestment products, including equities and other securities, to prospective and existingclients, building strong relationships and expanding our client base through effective salestechniques and a deep understanding of their investment preferences.Finally, I collaborated with other investment advisors, analysts, and teams within theorganization to develop and execute investment strategies that met clients' unique needsand drove growth for the firm as a whole. My contributions as an Investment Advisor wereinstrumental in the success of the company, and I am proud to have been a part of the ASRWealth Advisors team. -
Senior Investment Advisor / Head Of Asr PropertyAsr Wealth Advisers Oct 2020 - Oct 2023Melbourne, Victoria, AustraliaAs the Head of ASR Wealth Property and Senior Investment Advisor, I am responsible fordeveloping and executing a comprehensive strategy for setting up the Wealth Propertydivision from scratch. This includes creating investment product offerings that align with theneeds and preferences of our clients, and I leverage my expertise to ensure that the divisionoperates efficiently and effectively.Additionally, I lead the sales team in acquiring new business and building relationships withprospective clients while also developing and maintaining strong relationships with existingclients. I mentor and build an advisory team to provide exceptional financial advice andinvestment solutions to our clients, ensuring that team members are up-to-date on industrytrends and market developments.As part of my role, I liaise with external stakeholders such as fund managers and assetmanagers to implement a range of investment products that align with our clients' goals andobjectives. I manage funds in excess of $100 million and deploy them strategically intothese products to optimize returns and minimize risks for our clients.My contributions as Head of ASR Wealth Property and Senior Investment Advisor have beeninstrumental in the success of the Wealth Property division at ASR Wealth Advisors, and Iam committed to continuing to drive growth and deliver exceptional service to our clients.Key Achievements: Successfully built a retail funds management business from scratch, growing assetsunder management from $0 to $100 million in just 2 years. Achieved remarkable profitability for the newly created division, making it the mostprofitable unit within the company. Recognised as a valued member of the team, having successfully progressed withthe company, leveraging skills and expertise to help clients achieve their financialgoals. -
Legal CaseworkerSpringvale Monash Legal Service Jan 2014 - Sep 2017SpringvaleCase worker / legal Adviser • Interview clients whilst taking comprehensive notes • Informing clients of relevant legal advice after due research• Informing clients of pending court or limitation dates• Liaising with relevant third parties -
Legal InternSocial Security Rights Ctr Mar 2017 - Jul 2017FitzroyCase worker / legal Adviser • Setting appointments, drafting legal documentation, including affidavits• Delegated tasks for team members to perform• Dealing with clients on a day to day basis -
Marketing InternYpti Mar 2017 - Jun 2017Indonesia• Accepted into an internship abroad, working for YPTI in Indonesia. • Task completed included; research, marketing strategy development and market analysis.
Khaled El-Katateny Education Details
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Finance, General -
Law -
Haileybury College -
International Law And Legal Studies
Frequently Asked Questions about Khaled El-Katateny
What company does Khaled El-Katateny work for?
Khaled El-Katateny works for Kelkap
What is Khaled El-Katateny's role at the current company?
Khaled El-Katateny's current role is Kelkap Asset Management.
What schools did Khaled El-Katateny attend?
Khaled El-Katateny attended Deakin University, College Of Law, Haileybury College, University Of Buenos Aires.
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