Manager and adviser for a boutique financial planning company. Responsible for the active management of over $60,000,000 and 80 clients. Focus on direct share portfolio management, with a 80/20 split between SMSF clients and personal investment portfolios. Responsibilities include: - Provide high-level advice and ongoing management of HNW clients. - Prepare and present complex written advice to new and existing clients regarding tax optimisation, investment planning, asset allocation and all other financial matters. - Aligning client investments strategies to risk profiles and asset allocations. - Economic, market and investment commentary through the media, newsletters and public presentations. Highly-developed communications skills, involving regular presentations, weekly radio segment, published regularly in local newspaper and frequent appearances in local news.