Duane ODonnell
Elizabeth Bay,NSW
Summary
Trusted Adviser to Families with a proven track record , specialising in wealth management and investment performance analysis. Renowned for building trust and relationships, my strategic approach to asset allocation has consistently enhanced investment portfolios, achieving significant growth. Expert in alternative investments , bringing a unique blend of analytical and interpersonal skills to exceed client expectations.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Partner Investment Adviser
LGT Crestone
Sydney, NSW
03.2019 - 07.2024
Trusted Investment Adviser to Families
Investment Adviser
Credit Suisse Private Banking
Sydney, NSW
03.2013 - 11.2019
Provided families with sound investment strategy and advice that preserved and enhanced family wealth.
Presented to families on Asset Allocation and Investment strategies.
Executive Director
Macquarie Bank
London, Melbourne , Sydney
01.1997 - 06.2012
Member Cash Securities Management Committee
Executive Director from 2007 to 2012
ASIC Responsible Executive
ASX Responsible Executive
Head of Melbourne Institutional Sales from June 2003-March 2009
Education
Bachelor of Commerce -
University of Melbourne
Master of Taxation -
University of New South Wales
Skills
- Investment Performance analysis
- Wealth Management
- Asset Allocation
- Investment strategies
- Alternative Investments
- Investor Relations
- Management of IPO process
Certification
FBA Family Business Australia Accredited Adviser
FAICD Australian Institute of Company Directors
STEP Society of Estate Practitioners
FINSIA Graduate Diploma Applied Finance
FFI Family Firm Institute Certificate in Family Business Advising and Family Wealth Advising
FIAA Stockbrokers and Investment Advisers Association
Timeline
Partner Investment Adviser
LGT Crestone
03.2019 - 07.2024
Investment Adviser
Credit Suisse Private Banking
03.2013 - 11.2019
Executive Director
Macquarie Bank
01.1997 - 06.2012
Bachelor of Commerce -
University of Melbourne
Master of Taxation -
University of New South Wales