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The Investment Solutions Team
Meet the dedicated in-house investment consultancy team, Investment Solutions that is responsible for the portfolio design, asset allocation, investment manager selection, investment manager blending, and ongoing monitoring and review of Advance's Multi-Blend Funds.
As Advance does not manage money directly itself, Investment Solutions is free of any conflicts in the selecion of external managers. In addition, Investment Solutions has no competing business interests and so benefits from focusing exclusively on the management of the Multi-Blend Funds.
| Patrick Farrell, B.Sc, ASIA - General Manager, Investment Solutions | ||
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Patrick joined St.George in June 2007. He has a Bachelor of Science majoring in pure and applied mathematics and 18 years experience in the investment industry across a broad range of disciplines. Patrick has extensive knowledge of fixed interest, multi-manager and tactical asset allocation portfolio management. Before joining St.George, Patrick was Head of Multi-Manager and Tactical Asset Allocation at IAG Asset Management that encompassed managing asset class exposures, direct hedge fund management, alpha transport strategies, multi-manager portfolio construction and major portfolio protection strategies. |
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| Felix Stephen, BA (Economics) - Senior Strategist | ||
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Felix joined St George in May 2004. Felix has over 30 years of extensive portfolio management experience in both domestic and Australian fixed income and currency overlay management. He has served on asset allocation, investment strategy and marketing committees at funds management institutions in Australia and overseas. He has also been a "consultant" to institutions in Australia and overseas on funds management and financial markets. Prior to migrating to Australia in 1987, Felix was the Manager, Treasury at the Bank of Ceylon London. He gained his commercial banking and Australian banking experience, in Sri Lanka and London. |
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| Dustin Adams B.Ec, B.Sc - Senior Analyst | ||
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Dustin joined St George in November 2004. Dustin has a Bachelor of Economics with a joint major in Economics and Statistics, a Bachelor of Science with a double major in Psychology, and has 8 years experience in financial services markets with a focus on investment research and financial planning services. Prior to joining St George, Dustin was research analyst at the managed funds research subsidiary of National Australia Bank, ThreeSixty Investment Strategy & Research. Dustin has extensive experience in managed funds research and portfolio construction encompassing both qualitative and quantitative research disciplines. |
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| Mark Vrkic, B.Comm, ASIA - Senior Analyst | ||
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Mark joined St George in October 2006. Mark has a Bachelor of Commerce with a major in Accounting, and has 8 years experience in the investment industry with a focus on investment research and financial planning services. Prior to joining St George, Mark was a research analyst at IOOF Investment Management Limited responsible for managing the multi-manager equity portfolios. Mark has extensive experience in investment manager research, investment strategy and multi-manager portfolio management. |
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| Dimitra Voutas, B.Ec, ASIA - Portfolio Manager | ||
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Dimitra joined St George in April 2003. Dimitra has a Bachelor of Economics with a joint major in Economics and Finance and is currently undertaking the Masters of Applied Finance course at Macquarie University. Dimitra has over 10 years experience in the investment and superannuation industry having worked for a large multi manager fund, superannuation industry and insurance industry. Her roles encompassed quantitative and qualitative manager/fund reviews, portfolio risk analysis, asset liability modelling and client reporting. |
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| Nick Valcas, BBus (Bking & Fin), AAIBF (Snr), ASIA (Aff) - Quantitative Analyst | ||
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Nick joined St George in June 2001. Nick has a Bachelor of Business with a joint major in Banking and Finance. He has 17 years experience in financial markets with expertise in equity portfolio construction, portfolio risk analysis, portfolio exposure management, quantitative and financial modelling. Prior to joining St George Nick was Quantitative and Industrial analyst at ASSIRT Equities, and Equity Portfolio Manager at Australian Casualty & Life and Royal & Sun Alliance. |
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| Andrew Dowie, B. Econ (Hons) Staffordshire University, England - Economist | ||
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Andrew joined the St George Group in 2006 as an economist, replacing Marcelle Murphy who is on maternity leave. Andrew holds an honours degree in economics from Staffordshire University, England and has also completed training with Merrill Lynch in New York and also with the Association of International Bond Dealers in Zurich. Andrew comes to the team with 15 years of experience in financial markets, with a background in fixed interest markets. Recently, Andrew has worked in the information technology industry in management roles and prior to this worked for Merrill Lynch Investment Bank, promoting Australian Fixed Interest products to Asian markets. |
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| Victor Zheng, B. Mathematic and Finance - Research Analyst | ||
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Victor joined St.George in October 2005 as an analyst. Victor has a Bachelor of Mathematic and Finance and is currently undertaking the Masters of Commerce course at Sydney University. Prior to joining St.George, Victor worked as a data analyst for 3 years at Morningstar Research. Victor is responsible for management of the asset allocation re-balancing strategy across diversified portfolios, management of cash-flows and liquidity levels across all funds, and execution of transactions on portfolio transitions. Victor also assists Lead Analysts in Australian and International Shares and Listed Property Securities in manager research and portfolio implementation. |
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