Office and Portfolio Manager
Charles Stanley & Co Ltd is a financial services company that provides Discretionary Investment Management, Low cost index tracking, Exchange Traded Funds.
I joined Charles Stanley in June 2013. My primary functions within Charles Stanley is to manage our administration team and review discretionary portfolios, providing support to all staff and assisting with the smooth operation of the office. I review portfolios on behalf of our investment team and generate investment proposals for discretionary clients. I hold a Bachelor of Commerce majoring in Finance from the University of Southern Queensland and an Investment Advice Diploma focused in Investments and Securities from Chartered Institute for Securities and Investment. I am also a St John's certified First Aid Officer. I am skilled in portfolio management, accounting, retail banking, finance and customer relationship management (CRM).
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