Tony Kench Email & Phone Number

Sydney, New South Wales, Australia

Tamarama, Nsw

Acted as a Financial Advisor and built up a client base from scratch with only one client referral from the Principal Edge principals. My client base was approximately 75 clients. My client Base consisted of financial professionals (Fund Managers, Investment Bankers), Professional Service Firm Partners (Lawyers and Accountants) who were true sophisticated investors.Advice was holistic in nature covering Estate Planning, Risk Management, Retirement Planning with Tax structuring as well as Investment Implementation. Given the nature of the client base, I worked with many SMSFs, Family Trusts and Beneficiary Companies. I would recommend different asset allocation by entity because of different tax profiles.Use of Monte Carlo Simulation software to help key clients understand more deeply the chances of their funds running out through time, based on a range of market experiences, and to better plan for retirement.I was a member of the Principal Edge Investment Committee from commencement at the firm. Acted as the Investment Committee scout, having an open door to Fund Manager BDM’s.

Boutique Corporate advisory practice with a focus on capital raising and capital structure advice.I acted as financial advisor to a number of unlisted companies seeking to raise equity including a biotech and a tri-generation supplier. Assisted a trade receivables financier raise funding via capital markets and acted as financial adviser to a top 50 company looking at a retail note program.

I worked at CBA for 23 years, initially as an actuarial cadet while studying at university, through various positions including establishing CBA's Equity Capital Markets business, its equity linked structured products business and ultimately being responsible for the debt /equity hybrid business. I was responsible for the origination, structuring and syndication of issues. I led capital raising of in excess of $12bn.The roles I held over this period included:General Manager, Equity Capital Markets, Institutional Banking and Markets 2006 – 2010 Chief Manager, Equity Capital Markets, Premium Financial Services 2000 – 2006Vice President, Equity Capital Markets, Institutional Banking 1998 – 1999Vice President, Structured Equities, Institutional Banking 1997 – 1998Associate Vice President, Structured Equities, Institutional Banking 1996 – 1997Manager, Capital Structuring, Corporate Finance, Institutional Banking 1994 – 1996Manager Systems Development, Officers Superannuation Fund 1992 – 1994Actuarial Assistant, Actuarial Division 1990 - 1991

Bank appointed Board Member

Bec, Actuarial Studies

Activities and Societies: Fellow Institute of Actuaries of Australia Advanced Diploma Financial Planning, Cert IV Finance/Mortgage Broking

Education record