With over two decades of experience in Investment Operations and Compliance, he specializes in streamlining operations for boutique investment firms. His expertise encompasses board reporting, serving as a member of the Compliance Committee, and overseeing all facets of investment operations. He excels in managing both internal and external service provider relationships, conducting Product Disclosure Statement (PDS) due diligence and rollovers, and fulfilling directorial duties for Listed Investment Companies (LIC). Additionally, he handles distributions, and due diligence inquiries such as Requests for Information (RFI) and is qualified under RG146. He is also a commissioned Justice of the Peace (JP).
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Executive Fund Manager | Assistant VP
Jasonk@MaxironPremium.com.au | 0479 070 292
Jason is a highly accomplished investment professional with over 16 years of senior-level experience in property investment and asset management. His career has been defined by a focus on delivering tailored investment strategies for high-net-worth clients, with a strong emphasis on long-term value creation. Jason brings a disciplined, research-driven approach to portfolio management, backed by deep market insight and a commitment to investor outcomes. His extensive experience and client-focused mindset have established him as a trusted leader in the investment management industry.
Executive Fund Manager | Assistant VP
John Le is a professional with over 22 years of experience in the investment industry. With his extensive expertise, John brings a wealth of knowledge and a proven track record of success. John’s deep understanding of the financial markets, combined with his ability to identify unique opportunities, will undoubtedly enhance in providing exceptional service and assist clients in portfolio growth.
Head of Investor Relations
Ray, with over 13 years in financial services, is known for his leadership and team collaboration skills. His investment expertise has led to a track record of exceptional results and strategic insights, always focused on client goals. Committed to investor education and personalised service, he excels in navigating market dynamics.
