Michael Lagudi Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Challenger is focused on providing financial security for a better retirement. The business operates three core investment businesses in its go to market offering - a fiduciary Funds Management division (Fidante), an APRA-regulated Life division and an APRA-regulated authorised deposit-taking institution. The retirement product sector has significant legislative tailwinds based on the changing demographics of Australians. This is triggering an unique period of product innovation, competition and adviser engagement in this life stage of financial advice.

Sydney, Australia

Morningstar Investment Management is a global investment house focused on offering diversified real return funds, multi manager sector strategies, factor based strategies and separately managed accounts to institutional, wholesale and retail clients. Globally, Morningstar manage AUD$280 billion, with Australia being the backbone of the investment process and distribution initiatives. Working at Morningstar, the focus is finding institutions, family offices, brokers, private wealth firms and advisers that want to adopt a Morningstar investment philosophy ideally throughout their entire business or worst case a portion of their portfolio. The Morningstar solutions give time back to the advisers with the critical alignment of the investment advice to the goals of the client.

Sydney, Australia

Morningstar Investment Management is a global investment firm guided by a deep conviction of the power that with the right asset allocation and fund manager selection investment partner, there is an ability to drive consistent future returns and protect hard earned client assets.As Regional Manager, it was a great experience to learn and understand the advice process and the role an investment partner can play. It was great to help practices enhance their clients user experience, to help build revenue growth through creating scalability and efficiencies and helping to coach advisers in becoming more effective investment and behavioural coaches for their clients

Sydney, Australia

As National Distribution Manager for Midwinter, my role involved engaging with our diverse range of current and potential software users, as well as providing support and product knowledge to Midwinter's existing client base. It was a great time to be developing and nourishing relationships within both the FinTech and financial planning industries. Midwinter's flagship software offering – AdviceOS experienced growing recognition within the industry, I had the opportunity to be closely involved in the space where the two sectors collide.

Norwich, United Kingdom

Whilst overseas playing rugby, I had the pleasure of working for one of the UK's leading sportswear companies in an Account Manager role within their Distribution team. Samurai was looking to expand internationally using the same formula that worked so well for them in the UK. My role focused on finding 3rd party distributors who were looking to establish themselves as the leading provider of sportswear clothing and helping them grow through the quality of the Samurai brand.Helping these international distributors grow gave me an insight into what makes a strong brand and what makes a business successful in the international landscape.

Bachelor Of Commerce (Bcom), Majors In Finance And Taxation, Credit

Majors in Finance and Taxation Minors in English Literature and Political Economy

Education record