Leith Thomas Email & Phone Number

Experienced Leader in Individually Managed Portfolios & Investment SolutionsWith over 19 years of experience in the financial services industry, I’ve developed a deep expertise across the full value chain of Individually Managed Portfolios (IMPs). My career has focused on delivering innovative, client-centric solutions by integrating technology, asset management, client relations, and portfolio administration.Throughout my journey, I’ve been committed to empowering financial advisers by providing them with customised investment solutions that enhance their client relationships and build long-term value. By specialising in non-pooled, direct asset portfolios, I’ve helped advisers maintain greater control over their strategies while enabling clients to benefit from personalised, tax-efficient investment approaches.As a strong advocate for leveraging technology to streamline portfolio management and improve transparency, I work with a talented team to continuously evolve our application to meet the ever-changing needs of advisers and their clients.If you're an adviser or industry professional interested in collaborating or exploring managed account solutions, feel free to connect.www.managedportfolios.com.au

Listed skills include Investments, Superannuation, Portfolio Management, Asset Management, and 23 others.