Michael Ip Email and Phone Number
Michael Ip work email
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Michael Ip personal email
Financial services investment professional with over 20 years experience in the financial services industry in asset allocation, portfolio construction and fundamental analysis. I have strong ability to adapt to diverse environments and highly focused on utilising my extensive experience and technical skills to broaden my career and contribute to achieving organisational goals. Demonstrated capability in various roles spanning from financial advice, process improvement consultant, investment governance, investment reporting, portfolio management and investment analysis within managed funds and direct equities. Most recently have sourced and integrated internal and external data to provide investment analysis and modelling to support the portfolio construction process and reporting. Highly skilled in multitasking, prioritising, meeting strict deadlines, communicating with stakeholders at all levels and engaging with multiple departments to identify and improve processes. My work experiences, ethics and communication skills enable me to build strong relationships and work collaboratively with teams and people of all walks of life. Highly driven to succeed in my roles while at the same time enjoy the challenges and opportunities.
Lighthouse Capital Pty Ltd
View- Website:
- lighthousecapital.com.au
- Employees:
- 8
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Director | Head Of Investments And ResearchLighthouse Capital Pty Ltd Oct 2020 - PresentPerth, Western Australia, Australia -
Senior Equities AnalystJbwere Aug 2014 - Apr 2020Sydney, AustraliaConducted detail research on listed investments. Actively engage in, and contributed to peer review discussion and debate across a broad range of sectors within the S&P/ASX 200 index. In addition, took full ownership for the ongoing management, performance and communication of JBWere’s suite of models and Separately Managed Account (SMA) portfolios.Portfolio Manager for the JBWere Industrials SMA and as a senior member of the team, drove funds under management (FUM) within the SMA portfolios. -
Senior Equities AnalystThreesixty Research, Mlc Limited Oct 2010 - Jul 2014Sydney, AustraliaConducted research on listed investments. Actively engaged in, and contributed to peer review discussion and debate across assigned areas of responsibility - financial and insurance sectors within the S&P/ASX 200 index, and the listed bonds and hybrids universe. In addition, took ownership for the ongoing management, performance and communication of ThreeSixty’s suite of models and Separately Managed Account (SMA) portfolios. Had responsibility for the Fixed Interest Asset class for the ThreeSixty Premium Listed SPS SMA (renamed the JBWere Listed Multi Strategy SMA portfolio). Previously was the back up portfolio manager for the ThreeSixty Imputation SMA since 2012 and had the direct responsibility for the day to day monitoring of the portfolio.As a senior member of the team, drove funds under management (FUM) within the SMA portfolios across the NAB/MLC licensee distribution network. -
Investment AnalystThreesixty Research, Mlc Limited Feb 2008 - Sep 2010Sydney, AustraliaConducted analytical research on both listed and unlisted investments. Screened and monitored investment managers across the main asset classes with specific focus on alternative assets for inclusion on the Approved Investment List (AIL). Responsible for alternative investments with a focus on hedge funds and structured products (unlisted); and the financial and insurance sectors within the S&P/ASX 200 index (listed). Assisted and proposed recommendations in the construction and maintenance of model portfolios (listed and unlisted). Provided timely investment research services that were innovative and market leading to AFSL Licensees, advisers and their customers. Maintained and updated educational materials and tools around the AIL for both listed and unlisted investments. -
Soa ConsultantMlc Limited Jul 2006 - Jan 2008Sydney, AustraliaProvided onsite training of advisers and paraplanners through the use of VisiPlan softwares in areas of: SoA preparation, Strategy development & technical, Financial modelling, Investment platforms & products, Compliance, Quality procedures & processes. Worked collaboratively with MLC Licensee representatives including State Managers and Practice Development Managers to achieve revenue targets. Presented investment proposals to Adviser businesses on and offsite. Worked collaboratively with Compliance, Technical & Technology teams to continuously develop, maintain and improve SoA templates to assist over 1,800 advisers within MLC. -
Review Planner - Nab Private WealthNational Australia Bank Mar 2005 - Jul 2006Sydney, AustraliaConducted portfolio and strategy reviews in order to ensure that the relevant portfolio and strategy remain appropriate to client’s goals and objectives, and risk profile. Prepared comprehensive, multiple tax structure and multi-strategy Statement of Advice (SOA), Review SOA and Statement of Additional Advice for high net worth clients.Conducted educational seminars with topics ranging from retirement planning, wealth creation, centrelink, and gearing.
Michael Ip Skills
Michael Ip Education Details
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Accounting And Finance -
Financial Services Institute Of AustralasiaApplied Finance & Investment -
Financial Planning And Services
Frequently Asked Questions about Michael Ip
What company does Michael Ip work for?
Michael Ip works for Lighthouse Capital Pty Ltd
What is Michael Ip's role at the current company?
Michael Ip's current role is Director | Head of Investments and Research at Lighthouse Capital Pty Ltd.
What is Michael Ip's email address?
Michael Ip's email address is mi****@****.net.au
What schools did Michael Ip attend?
Michael Ip attended The University Of Western Australia, Financial Services Institute Of Australasia, Deakin University.
What skills is Michael Ip known for?
Michael Ip has skills like Portfolio Management, Investments, Wealth Management, Investment Advisory, Equities, Financial Services, Financial Modeling, Financial Analysis, Financial Risk, Strategic Financial Planning, Asset Management, Valuation.
Who are Michael Ip's colleagues?
Michael Ip's colleagues are Kirsten Smith, Darrell Carmody, Bernard Schortinghuis, Ronise Read, Jack Hogan, Christina Mattingly, Alyssa L..
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Michael Ip
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