Founded in 2014 InvestSense has investment experience in financial markets across institutional and retail investment consulting, portfolio management and investment research.
We partner with the most professional advisory firms to help advisers provide the best investment solutions to their clients.
Paul has over 30 years experience in the financial planning and asset management industry. His experience as both a financial adviser and within business development provides Paul with a unique understanding of what financial planners need to build a successful and scalable practice.learn more
Stephen has been involved in financial services for over 30 years. His experience covers general management and implementation roles across financial advice, business services, and product solutions. Stephen’s depth and diversity of experience have allowed him to be a part of transformation and engagement programs benefiting licensees, financial advisers, and their clients.
John is a Distribution Executive, providing sales and investment solution support to financial advisers and dealer groups. John has over 20 years experience in the distribution of investment funds, research and portfolio consulting services specialising in the design and provision of managed accounts solutions to retail advice firms.
Yuliya has over a decade of experience in the finance sector, specializing in performance and risk analysis. She has a well-established track record of leading client management initiatives, informed by her tenure at the University of Sydney Endowment and strategic roles at Russell Investments. Yuliya's expertise encompasses a broad spectrum of the investment process, from in-depth fund manager research to economic and market analysis.
Daniel joined InvestSense in 2018 and applies his knowledge and experience to complete qualitative and quantitative research that is used to support various investment and portfolio management decisions. Daniel also supports our clients by providing a variety of reporting and responses to client enquiries.
Adrian has been with InvestSense since 2020 and applies his knowledge and experience to conduct research and analysis of investments, trades and portfolios. Adrian also assists with communications between InvestSense and clients, and endeavours to make our offering as seamless as possible.
Anthony is a junior analyst in the investment team, providing support in a variety of areas such as security and fund research, asset allocation and client communications.Anthony is currently completing a Bachelor of Actuarial Studies and Bachelor of Commerce (majoring in Finance & Accounting) at the University of New South Wales.
Andrew provides InvestSense an entirely independent, primarily flow of funds-based approach to macro-economic analysis in order to help us make more informed decisions. Andrew's input is used in a 'top down' style for investment idea generation and a 'bottom up' style as an early warning system for exogenous threats.
Contact our team to discover how managed accounts make it easy to provide a sophisticated investment solution with reliable results.
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