Leith Thomas Email and Phone Number
Leith Thomas work email
- Valid
Leith Thomas personal email
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
Managed Portfolios
View- Website:
- portfoliosdirect.com.au
- Employees:
- 4
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DirectorManaged Portfolios 2009 - Present -
DirectorBrite Nsw Pty Ltd Jan 2011 - Present
Leith Thomas Skills
Leith Thomas Education Details
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Accounting And Finance -
Kaplan ProfessionalInvestment Management
Frequently Asked Questions about Leith Thomas
What company does Leith Thomas work for?
Leith Thomas works for Managed Portfolios
What is Leith Thomas's role at the current company?
Leith Thomas's current role is Director, Managed Portfolios.
What is Leith Thomas's email address?
Leith Thomas's email address is le****@****.com.au
What schools did Leith Thomas attend?
Leith Thomas attended University Of Wollongong, Kaplan Professional.
What skills is Leith Thomas known for?
Leith Thomas has skills like Investments, Superannuation, Portfolio Management, Asset Management, Financial Advisory, Smsf, Risk Management, Financial Services, Wealth Management, Wealth, Strategy, High Net Worth Individuals.
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