HKS Financial Planning, based in Brisbane, is seeking a Head of Investments to lead the governance and ongoing development of our Managed Discretionary Account program. This senior role owns 15 model portfolios, guides portfolio construction and due diligence, and identifies recent opportunities to benefit clients.
You will be at the center of investment governance, coordinating with our external asset consultant and supporting compliance across the MDA while communicating insights to advisers and
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📌 Head Of Investments: Strategic Portfolio Lead For Mda (Brisbane)
🏢 HKS Financial Planning
📍 Brisbane
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