Leith Thomas

Leith Thomas Email and Phone Number

Director, Managed Portfolios @ Managed Portfolios
85 Smith St, Wollongong,New South Wales 2500,Australia
Leith Thomas's Location
Greater Sydney Area, Australia
Leith Thomas's Contact Details

Leith Thomas work email

Leith Thomas personal email

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About Leith Thomas

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

Leith Thomas's Current Company Details
Managed Portfolios

Managed Portfolios

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Director, Managed Portfolios
85 Smith St, Wollongong,New South Wales 2500,Australia
Employees:
4
Leith Thomas Work Experience Details
  • Managed Portfolios
    Director
    Managed Portfolios 2009 - Present
  • Brite Nsw Pty Ltd
    Director
    Brite Nsw Pty Ltd Jan 2011 - Present

Leith Thomas Skills

Investments Superannuation Portfolio Management Asset Management Financial Advisory Smsf Risk Management Financial Services Wealth Management Wealth Strategy High Net Worth Individuals Investment Strategies Investment Management Retirement Planning Estate Planning Investment Advisory Asset Allocation Financial Markets Financial Risk Financial Planning Strategic Financial Planning Financial Planners Equities Retirement Fixed Income Wealth Accumulation

Leith Thomas Education Details

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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