Overview
Work History
Education
Certification
Clientele
Memberships
References
Timeline
Generic

James Fyfe

Brighton

Overview

23
23
years of professional experience
1
1
Certification

Work History

Financial Advisor

Morgan Stanley
10.2012 - Current

Institutional Clients, Wholesale Clients – Financial Planners, Retail – HNW.

Sales Trader

Goldman Sachs
02.2001 - 03.2012

Domestic and Asian accounts

Education

Business, Banking & Finance -

RMIT University
Melbourne, VIC
11.2000

Certification

Kaplan Professional Education - RG146, Code of Ethics, Margin lending.

Clientele

Current Accounts: OC Funds, Thorney, Cooper Investors, Regal Funds Management, Tanarra - Wylie Family Office, River Capital, Accordius, Armytage, DS Capital, SG Hiscock, Lincoln Indicators, Arculus, Saville Capital, Catalyst FM, Byron Capital, Watershed Group, DNR Capital, Solaris, Kardinia Capital, C&D Capital, Pengana Capital, Ceres Capital, Kent Private.


Accounts in Progress: Goldman Sachs – A Kam, Greencape – H Ozdil, HMC Capital – R Vanderzeil, Cbus – J Small, Bennelong – J Hay, Playfair Asset Management – M Himpoo, Equity Trustees – H Cameron, Computershare – S Hudson.

Memberships

· Commonwealth Golf Club

· Victoria Racing Club

· MCC

· Geelong Football Club

References

Mark Himpoo

Craig Drummond

Lee Mickelburough

Michael Millard

Campbell Chambers

Timeline

Financial Advisor

Morgan Stanley
10.2012 - Current

Sales Trader

Goldman Sachs
02.2001 - 03.2012

Business, Banking & Finance -

RMIT University

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James Fyfe