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.
Jonathan Ramsay has over 28 years experience in asset consulting and funds management in the UK and Australia. Jonathan has held a variety of senior roles including Head of Asset Consulting and Chief Investment Officer.
learn moreFil Andronaco is an experienced investment specialist with over 22 years experience in the investment industry. Fil's experience spans across multiple companies in Australia and the UK.
learn moreJonathan has more than 22 years experience in the investment industry where he fulfilled a variety of roles relating to conducting investment analysis, asset management and portfolio construction.
learn morePaul 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 moreStephen 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.
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.
Joel has around 10 years of experience working within the financial services industry and has worked in numerous roles in the financial advice and investment management space.
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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