Michael Ip Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

Sydney, Australia

Conducted 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.

Sydney, Australia

Conducted 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.

Sydney, Australia

Conducted 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.

Sydney, Australia

Provided 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.

Sydney, Australia

Conducted 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.

Bachelor Of Commerce (B.Com.), Accounting And Finance

Graduate Diploma, Applied Finance & Investment

Diploma & Advanced Diploma Of Financial Planning, Financial Planning And Services