With a career spanning over 15 years in Wealth Management, Ed serves as a Partner and Investment Adviser at LGT Wealth Management. He brings with him a wealth of expertise in advising Australia’s leading families, family offices and charitable organisations.
Ed believes that an in-depth understanding of personal circumstances is the cornerstone of every long-term financial relationship. He builds upon this genuine care for people by developing bespoke strategies and investment solutions that focus on delivering efficient outcomes for his clients. His deep technical knowledge across numerous fields including tax, superannuation, investment markets and financial planning principles allows him to add value across a wide financial landscape whilst ensuring his clients see synergies across their assets.
Prior to joining LGT Wealth Management, Ed held a number of diverse senior roles across Commonwealth Private and Westpac Private. In these roles, Ed was not only responsible for the delivery of personal financial advice, but also held leadership and quality assurance responsibilities. This provides him with a broad wealth of experience that allows him to build long lasting relationships with his clients.
Ed holds a Bachelor of Commerce with a major in Finance, and an Advanced Diploma of Financial Planning. He is registered on the Financial Advisers Register and is a Registered Tax (Financial) Adviser.
