Investments Manager - RaboPlus Australia and New Zealand
Sydney Area, Australia
Investments Manager - RaboPlus Australia and New Zealand
Sydney Area, Australia
I joined Rabobank in February 2006 as Director, Structures and Investments and as part of their Global Financial Markets business. Primarily focused on originations, structuring and sales, I worked extensively in the structured credit, interest rate and fund derivatives markets as well as commodity-linked investments.
I am now part of Rabobank’s RaboPlus team and my primary responsibility is focused on the selection, management and monitoring of the RaboPlus Investment Menu for Australia and NZ.
I am a Responsible Manager and charged with ensuring that RaboPlus continues to meet ASIC IDPS Licensing requirements. I am also a member of the RaboPlus Investment Committee for both Australia and NZ and developed the Charter and Investment Guidelines for both countries.
Prior to joining Rabobank, I spent more than four years in the wealth management working for a specialist boutique investment firm (Absolute Capital Limited) focused on structured credit investments, alternative investment strategies and structured product development. At Absolute, I was Head of Product, responsible for key account management, Marketing, PR, Advertising and Investor Relations. I established and was a member of their Product Review Committee and was instrumental in the development and launch of various products into the Australian and NZ markets.
Prior to Absolute, I spent more than five years working in the Financial Markets at CBA and was predominantly focused on credit & interest rate markets and was responsible development & implementation of investment and risk management strategies for corporates and institutions as well as state and federal government departments.
I have more than 13 years experience in delivering and developing innovative investment solutions traversing banking and wealth management.
Managed Funds, Direct Investments, Structured Products, Hedge Funds, Retail Banking, Online Banking, Marketing and Sales, Superannuation and Money Markets.
(Privately Held; Banking industry)
February 2007 — Present (2 years 10 months)
I joined Rabobank’s RaboPlus team because it provided me with a unique opportuntity to be a part of a new innovative retail banking platform which provides Australian retail investors with access to a range of investments and managed funds.
My primary responsibility is specifically focused on the selection and monitoring of the RaboPlus Investment Menu for Australia and New Zealand and in particular, the investments and managed funds offering as part of RaboPlus new online Investor Directed Portfolio Service (IDPS)/platform.
I am a Responsible Manager and charged with the responsibility of ensuring that RaboPlus continues to meet their ongoing ASIC Licensing requirements.
I am also a member of the RaboPlus Investment Committee for both Australia and New Zealand, the Management Team for Australia and New Zealand as well as the Joint Governance Committee for jointly developed products with AMP Capital Investors (NZ).
(Privately Held; 11-50 employees; Investment Management industry)
February 2002 — January 2006 (4 years )
Absolute Capital Limited is a specialist boutique investment firm focused on structured credit, alternative investments and structured product innovation.
As Head of Product, I was responsible for key account management, Marketing, PR, Advertising and Investor Relations, established and was a member of the Product Review Committee and was instrumental in the development and launch of products into Australia and New Zealand.
Prior to Head of Product, I was responsible for distribution of credit and hedge fund managed funds and structured products to Australia and New Zealand institutional and retail investors.
(Public Company; Capital Markets industry)
January 1996 — January 2002 (6 years 1 month)
Liscensed dealer of Interest Rate Securities and portfolio management.
New product development and risk management solutions.
Sole responsibility for new business acquisition and management for NSW.
Development and presentation of investment, debt and economic seminars, proposals and training for new business prospects, clients and internal business departments.
Clients - international & Australian Banking & Non-Banking Financial Institutions, domestic & international Fund Managers, Finance and Insurance Companies, Government Business Enterprises / Statutory Authorities, state and local govenrment businesses and councils, ustralian corporate & commercial businesses.
Master of Arts , Economics, Philosophy & Political Science , 1992 — 1995
I hold a Masters (MA) degree in International Relations and a Bachelor of Arts (BA) degree from the University of New South Wales (UNSW). I my BA I majored in Economics, Philosophy and Political Science. For my MA, my final paper looked at the economic implications of members of the 1996 Maastricht Treaty as part of the Common Foreign and Security Policy of the then European Union (EU).
Undergraduate 1985 — 1991
Golf, Darts, Running, Rugby, Tennis, Lawn Bowls, Skiing and Backgammon
Responsible Officer for RaboPlus IDPS, member of the RaboPlus Investment Committee and PS146 compliant