Team

Investment Research Analyst

SD has 3 years of valuable experience working as an Assistant Manager in the Banking industry before joining Reserve Wealth. Being an internal source of investment research in Reserve wealth, he has sound fund analytical skills covering a wide knowledge of financial products and asset classes. He is also involved in constructing and managing equity portfolios.

SD has a particular interest in tracking and analysing the performance of financial products to get the valued return on the client’s investment. In Team Reserve Wealth, SD plays a pivotal role by monitoring the Associate Analyst’s contribution and reporting to Financial Advisor.

SD is a qualified Master’s degree holder in Finance and Banking. His next target is to complete certification RG146.

MS holds a Master’s degree in Professional Accounting and a Bachelor’s degree in Business Administration.

Financial and accounting professional with over 4 years of experience in the retail industry.

His previous work includes providing analytical, detailed, accurate, and value-driven results, along with excellent communication.

He believes that working efficiently and effectively are the keys to success, and there is always room to grow.

JB holds a Masters’s Business degree, has completed the Advanced Diploma of Financial Planning and SMSF Accredited.

With a decade of experience in financial and investment markets, and has worked in wealth management in both a boutique financial planning firm and a large investment bank.

JB has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.