Lyle Meaney Email & Phone Number

Melbourne, Victoria, Australia

BlueRock is a multidisciplinary professional services firm that advises businesses, individuals and their families on the complexities of business growth and personal wealth management. Trusted advisor to over 7,000 clients, certificated B Corporation and officially awarded a Best Place to Work in Australia.As part of the executive team I work with the Founders, Advisers, Lawyers and broader team to identify & maximise opportunities in the Australian Wealth Management & Legal industries for the The BlueRock Group and its clients. I also work closely with the Group CEO to identify domestic and international business expansion opportunities.

Melbourne, Victoria, Australia

Be BlueRock Foundation is a Public Ancillary Fund which was established by BlueRock for two core reasons. 1. To give individuals, families and corporates a cost-efficient and tax-effective way to establish their own sub-funds with the support of a broader foundation; 2. to inspire BlueRock's employees and clients to build stronger communities through the use of their time, talent and treasure. After conuslting staff, the Be BlueRock Foundation made the strategic decision to support three key areas:1. Conservation, Animals and the Environment;2. Youth Mental Health;3. Financial Literacy for Vulnerable Cohorts.

Melbourne, Victoria, Australia

Reporting directly to the Group CEO of an ASX Listed Diversified Financial services firm, I managed a team of over 200 professionals assisting clients with over $22bn in FUA across a range of investor types and categories. I worked closely with various stakeholders including Advisers, Associates, People & Culture, Compliance, IT, Research, Product Review Group, Investment Committee, E&P Capital and Funds Management.In my most recent role with E&P, I led the Evans & Partners Private Wealth Management (PWM) business with 68 Advisers and $22bn in FUA across 4 cities assisting a diverse range of clients. This included retail and wholesale clients focusing on wealth creation & protection strategies, pre and post-retirement planning, whole-of-family wealth solutions (including succession planning), Not For Profit (NFPs) and Family Office clients. I was responsible for building out E&P's Wealth Graduate program to support Associate and Adviser development, with this Graduate program rated Number 1 in Australia in 2018.During my time at E&P I worked as an Adviser and in management roles being part of a team that organically grew FUA to over $7bn and via M&A to $22bn FUA. I was involved in growing Dixon Advisory’s Australian operations across 4 cities, as well as assisting with the integration of two founder-led firms due to their merger.

Canberra, Australian Capital Territory, Australia

• ABN AMRO Morgans Canberra Office from March 2001 until November 2001 as an Investment Adviser• Established the Hervey Bay Branch of ABN AMRO Morgans with existing clients and 1 Adviser from Hervey Bay

Sydney, New South Wales, Australia

During my time at National Australia Bank I worked in a number of roles including Private Banking, Corporate Finance and Financial Planning. Each role gave me a good understanding of the diversity of needs of a variety of clients including institutions, wholesale and retail clients.

Brisbane, Queensland, Australia

Gaicd

Graduate Diploma In Applied Finance & Investments

Bachelor Of Economics / Arts (Political Science)