My core expertise is in executing and managing individual client's Australian share portfolios. I believe in clients deciding how much they want to invest, the levels of risk they are comfortable with and then choosing the service structure which best suits their own requirements. I tend to assess my business performance on the longevity of my client relationships. It is significant that during the GFC, 95% of my clients stayed the course and have benefited. As a seasoned ex-corporate manager of many of the large stockbroking firms, I have enjoyed being able to take the skills I learned in these environments and develop tailored personal investment solutions for my clients. I genuinely get a kick out of getting to know clients, understanding their expectations and needs so I can help them with their investments to meet their lifestyle needs.Every couple of weeks I co-host Market Wrap on Sky Business, where I have the opportunity to challenge others, and be challenged, on different investment points of view.www.belvedereshares.com.au
Listed skills include Risk Management, Financial Modeling, Capital Markets, Fixed Income, and 19 others.