Argent Wealth provides comprehensive strategic and tailored investment advice to individuals and families.

Providing investment advice to high net worth families within the Commonwealth Bank.As a PWM, I was responsible for managing a clients initial and ongoing relationship within the business, providing portfolio construction, investment advice and risk assessment, ongoing portfolio reviews and all implementation/execution as required.

Working within a team providing portfolio advice for individual, corporate and not-for-profit clients. Within the team, I was responsible for conducting detailed and thorough analysis incorporating asset allocation, portfolio construction, performance reviews, attribution analysis and bespoke research for client publications. Advise clients on Australian & International Equities, Fixed Income, Managed Funds, ETFs, Options and Alternative assets.

Working within European Structured Finance – Collateralised Debt Obligations.Determine creditworthiness of existing CDO deals taking into account newly published criteria regarding ease of replacement for counterparties within the deal.Assess counterparty replacement language in legal execution documents (eg: Schedule, Confirmation, Credit Support Annex, Trust Deed, Agency Agreement) to evaluate whether language complies with newly published criteria.Provide overall compliance… Show more Working within European Structured Finance – Collateralised Debt Obligations.Determine creditworthiness of existing CDO deals taking into account newly published criteria regarding ease of replacement for counterparties within the deal.Assess counterparty replacement language in legal execution documents (eg: Schedule, Confirmation, Credit Support Annex, Trust Deed, Agency Agreement) to evaluate whether language complies with newly published criteria.Provide overall compliance rating based on replacement language of deal. Show less

Working within Derivatives Project Group – Interest Rate Derivatives.Co-ordinate global project (London, New York, Tokyo, Seoul, Hong Kong, Sydney) to build straight through process between risk and mainframe systems for ~35,000 vanilla and exotic trades, to allow migration onto strategic platforms.Investigate breaks and co-ordinate trade amendments by Trade Support team.Act as point of contact between global Trade Support, Settlements, Controllers and IT groups.Prepare and… Show more Working within Derivatives Project Group – Interest Rate Derivatives.Co-ordinate global project (London, New York, Tokyo, Seoul, Hong Kong, Sydney) to build straight through process between risk and mainframe systems for ~35,000 vanilla and exotic trades, to allow migration onto strategic platforms.Investigate breaks and co-ordinate trade amendments by Trade Support team.Act as point of contact between global Trade Support, Settlements, Controllers and IT groups.Prepare and present weekly status report to global management team.Key Achievements:Successful completion of project within specified parameters & time frame, receiving recognition from senior management for contribution to the business. Show less

Review client circumstances, needs and objectives and apply analytical modelling techniques to develop strategies to best meet client objections. Translate strategies into client Statement of Advice.