Shane has over 18 years’ experience in investment management roles covering a range of functions including investment research, portfolio construction, governance, asset allocation, risk management and communications. He has also spent over 5 years in financial planning roles.
Prior to joining Oreana, Shane worked as the Research Manager for NAB Wealth’s research team, ThreeSixty Research. In this role Shane’s primary responsibilities were managing the investment due diligence and portfolio construction of NAB Wealth Licensee’s Approved Products Lists and model portfolios, as well as the MLC Investment menus. ThreeSixty Research services were distributed to over 1,500 NAB aligned advisers as well as other relationships.
Prior to this role, Shane held Investment Specialist roles for MLC and Asteron as well as Research Manager for ING/RetireInvest.
Shane has studied at the University of Canberra completing a Bachelor of Commerce (Banking and Finance). He has also completed the Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia.