Ani is an experienced Adviser providing strategic and investment advice as well as driving the day-to-day portfolio requirements across Not for Profit organisations, high-income earners and wealthy families.
Ani works within a specialised team to provide ongoing support and assist with updates and implementation of your investment portfolio. Ani is an outside-of-the-box thinker, and able to consider your broader requirements outside of risk and return in building portfolios and planning for the long term.
His experience includes having worked extensively with small family offices, C-suite executives as well as partnership-level lawyers and consultants, developing a strength in strategic planning for complex client affairs. Underpinning this focus on strategic and investment advice is clear establishment of governance processes, that keep all parties and external stakeholders well informed.
Ani has a strong academic background having completed a Bachelor of Commerce and Science, a Diploma of Financial Planning and recently his Graduate Diploma of Financial Planning. He is currently undertaking coursework to be a Certified Investment Management Analyst.
Example tooltip content.
