With over 15 years’ experience in financial services and corporate and financial regulation Dan specialises in delivering outstanding returns for clients and employees alike. Dan has held Head of Wealth and General Management roles with major banks and the Australian Securities and Investments Commission (ASIC). As well as holding a Diploma in Financial Services, Dan has completed post graduate studies at Mt Eliza Business School.
11.0% p.a.
The Growth Equities portfolio will typically hold 20-35 ASX listed equities.
Top 200 and cash represent at least 75% and Ex-200 25%.
10.7% p.a.
The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.
Top 200 and cash represent at least 85% and Ex-200 15%.
10.8% p.a.
Typically invests in a diversified portfolio of Global Equities, Hybrids, ETFs, LICs and selected fund managers to provide broad exposure across regions, sectors and investment styles.
The portfolio is actively managed with no benchmark restrictions.
