Dustin Adams

• Analyzed investment managers across multiple sectors (Global Emerging & Regional Equities, Global Smaller Cos, Alternative Strategies, Australian Specialist including Equity Income, Long/Short and ESG strategies) for Approved Product List and appropriate short list for Model Portfolio.
• Analyzed large volume of data to identify patterns, drawdown participation and excess return correlations.
• Prepared detailed reports summarizing research findings and recommendations for further action.
• Conducted in-depth Macro Economic qualitative and quantitative research to identify trends and generate insights.
• Interpreted data and prepared detailed regular and ad hoc reports and presentations.

• Open Advice Review Program: Advice Assessment Analyst/Remediation Analyst:
• Assessment of historical financial planning advice for appropriateness to Clients relevant personal circumstances.
• Analysed data to calculate remediation for customers who received inappropriate advice.
• Financial Planner / Financial Planning triage:
• Provided timely and appropriate advice to Commonwealth Financial Planning clients.
• Support Services for Commonwealth Financial planning Advisers and their clients.

Father diagnosed with cancer

Separated from partner. Now co-parenting our son.

Completed Diploma of Financial Planning / RG146 Compliance

Advance Australian Shares Multi-Blend Fund/Advance Australian Smaller Companies Multi-Blend Fund

• Research and analysis of investment managers within Australian Equity portfolios and implemented new strategies.
• Analysis and consolidation of BT Super for Life and Advance Asset Management Australian Equity managers. Oversight of transition of investment managers from current to target state.
• Voting Member of Asset Allocation Committee - Input into 12-month outlook for Australian equities into Tactical Asset Allocation process based upon Macro Economic analysis and assessment of potential mismatch of consensus earnings estimates to market.
• Voting Member of Advance Investment Committee

Portfolio Manager, International Equities, Portfolio Manager Australian Smaller Companies, Portfolio Manager, Alternatives.

• Research and analysis of investment managers within sector portfolios and implemented new strategies.
• Analysis and Implementation of launch of Advance Global Alternatives Fund
• Cashflow management across all Advance Diversified and Sector funds.
• Transition Management: Oversight, instruction and analysis of current to target state for multiple large transition projects: Migration of Asgard Corporate Super and IDPS Model Portfolios to Advance Multi-Manager Funds; Implementation/Transition management of launch of Advance Australian Small Companies Fund.

• Qualitative and quantitative analysis of Fund Managers across all sectors.
• Preparation of recommendations for additions and amendments of fund status on APL for multiple aligned financial planning groups.
• Analysis of investment manager selection for MLC MasteryKey and MLC MasterKeyCustom (Super & IDPS) Platforms (retail/wholesale) and competitive expansion of the NAB Margin Lending APL.
• Creation and blending of the aligned risk profile portfolios and support for incorporation into the Managed Account software of “MasterKey Custom”, MLC’s Super & IDPS platform.
• Model Portfolio presentations at aligned licensee Professional Development Days.

• Qualitative and quantitative fund manager research across all sectors.
• Recommendations for additions and changes for St George Financial Planning APL. · Creation and blending of sector model portfolios.
• Analysis and provision of supporting documentation for Licensee Model Portfolios, including presentations at Professional Development Days.
• Trainee Financial Planner role included para-planning duties, and investment & technical support. Also completed DFP 1-7 Deakin University during this period.