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Michael Tan, Cfa Email & Phone Number
Investment Manager and Operations Manager
at
Trilogy Financial Group
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✓ Verified July 2026
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Current company
Role
Investment Manager and Operations Manager
Location
Mildura, Victoria, Australia
Who is Michael Tan, Cfa? Overview
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Quick answer
Michael Tan, Cfa is listed as Investment Manager and Operations Manager at Trilogy Financial Group, based in Mildura, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Michael Tan, Cfa.
Michael Tan, Cfa previously worked as Investment Manager / Operations Manager at Trilogy Financial Group and Client Relationship Manager at Trilogy Financial Group. Michael Tan, Cfa holds Postgraduate Diploma In Finance, Finance, General from University Of Melbourne.
Company email context
Email format at Trilogy Financial Group
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Trilogy Financial Group
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Profile bio
About Michael Tan, Cfa
I am the Investment Manager for Trilogy Financial Group, helping people in Sunraysia accumulate, preserve and protect their wealth so that they can live the life they want.I lead the Investment Committee that constructs and manages client portfolios by deciding asset class weightings, strategies within each asset class and what funds to implement those strategies.I am also engaged in lifelong learning and currently researching areas including data science & machine learning and how these will impact the future.
Listed skills include Portfolio Management, Financial Analysis, Equities, Data Analysis, and 7 others.
Current workplace
Michael Tan, Cfa's current company
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5 roles
Michael Tan, Cfa work experience
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Investment Manager / Operations Manager
CurrentLead the Investment Committee • Design and formulate the firm’s overall investment philosophy and strategy• Conducting due diligence for selecting and evaluating investment managers, keeping track of changes in investment managers and strategies• Maintain appropriate benchmark for measuring performance• Regularly assess investment performance, comparing to benchmarksDesign and construct model portfolios based on time horizon, risk profile, return expectations and market conditionso Determine which asset class to invest in and the weightingo Determine strategies to use within each asset classo Selecting investment managers to implement those strategiesConstructing tailored portfolios for certain clients, taking into account the clients' unique circumstances and existing assets (direct shares, business interests and direct property)Writing newsletter articles for client communication and educationResponsible for developing & executing our business plan.Responsible for creating & overseeing the day-to-day operating processes.
Oct 2017 - Present
Client Relationship Manager
Responsible for liaising with clients, fund managers, platform providers & advisers to implement our recommendationsHelped the adviser research & formulate strategies to recommend clients
Jan 2017 - Oct 2017
Paraplanner/Research Analyst
Created compliant & well presented Statement of AdviceResearched investments & financial products and helped advisers in their recommendations for clients
Mar 2016 - Dec 2016
Portfolio Manager
Current
Self-Employed/Family
Jul 2010 - Present
3 education records
Michael Tan, Cfa education
Postgraduate Diploma In Finance, Finance, General
Bachelor Of Commerce (B.Com.), Finance
Diploma, Financial Planning
FAQ
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Quick answers generated from the profile data available on this page.
What company does Michael Tan, Cfa work for?
Michael Tan, Cfa works for Trilogy Financial Group.
What is Michael Tan, Cfa's role at Trilogy Financial Group?
Michael Tan, Cfa is listed as Investment Manager and Operations Manager at Trilogy Financial Group.
Where is Michael Tan, Cfa based?
Michael Tan, Cfa is based in Mildura, Victoria, Australia while working with Trilogy Financial Group.
What companies has Michael Tan, Cfa worked for?
Michael Tan, Cfa has worked for Trilogy Financial Group and Self-Employed/Family.
How can I contact Michael Tan, Cfa?
You can use AeroLeads to view verified contact signals for Michael Tan, Cfa at Trilogy Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Michael Tan, Cfa attend?
Michael Tan, Cfa holds Postgraduate Diploma In Finance, Finance, General from University Of Melbourne.
What skills is Michael Tan, Cfa known for?
Michael Tan, Cfa is listed with skills including Portfolio Management, Financial Analysis, Equities, Data Analysis, Wealth Management, Operations Management, Investment Strategies, and Investments.
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