Santi Burridge Chief Executive Officer Corporate Development, Implemented Portfolios Pty Ltd (at time of writing) Santi is the co-founder and chief executive - strategic development at Implemented Portfolios. Santi drove the development of the unique Individually Managed Account structure and Dynamic Asset Allocation process that sits at the heart of the Implemented Portfolios service. Santi has a passion for assisting financial advisers in running efficient, scalable and profitable practices, and providing clients with a superior investment journey.
SANTI BURRIDGE | MONDAY, 7 MAR 2016 Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of separately managed accounts (SMAs) and individually managed accounts (IMAs) as investment structures. No ... Read more PAGE: 1 |
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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.