Advance Asset Management
Investing in Sydney

Balanced an investor who seeks an investment that provides a blend of income and growth, should be steady in value over a 3year period, but could fall in value by 510 within a year. Your financial adviser will be capable to help you assess your risk profile based on a stuffed risk assessment looking at your needs and future retirement and investment goals. Delight see here the Perils of Market Timing which highlights the best performing prosperity over a 10 year period and how different asset classes have performed over a range of events. Advance Diversified MultiBlend Funds permit you to diversify your investments across, and within, asset classes with a finest of portfolios varying in risk to suit your individual needs. The Advance MultiBlend Funds are built and monitored by our investment team investment experts with an average of more than 19 years' experience in financial markets. Advance started as the funds management brand for Advance Bank and is now the brand for our multimanager investment business. Before to joining Otis, Daniel spent over 5 years as a senior analyst in the multimanager team as the lead on immobile interest and alternative credit portfolios and was responsible for manager research and selection, portfolio construction and researching new opportunities across various asset classes. Daniel also spent 5 years beginning as a senior analyst then as the Investment Director for FuturePlus Financial Services where he was responsible for advising on manager selection, portfolio construction and asset allocation to the Energy Industry splendid fund. In earlier roles at B, he was Head of Product and Business for investments, a member of the investment committee and had responsibility for product development, product management, investment implementation, transition management and business aspects of the team. Kirsten brings to the team close to 15 years sell side trading and quantitative modeling experience. The Advance MultiBlend Funds are built and monitored by our investment team investment experts with an ordinary of more than 20 years' experience in financial markets. Donate you the option to diversify your investments across, and within, asset classes with a choice of portfolios varying in risk to suit your individual needs. In New Zealand it must only be provided to wholesale clients (as defined in the Financial Advisers Act 2008 (NZ)). They are not a recommendation to purchase, sell or grasp Advance Asset Management products, and you should seek autonomous financial advice earlier investing in these products. John joined the group in 2002 and has held numerous roles including managing key relationships for Advance's internal, external, platform and institutional distribution channels. Luke Crane Investment Specialist Luke has 6 years’ industry experience across investment strategy, manager selection, asset allocation and risk modeling. This role provided extensive experience in investment strategy, liability driven investing, asset allocation, risk modeling and investment implementation. James previously held a seconded portfolio management role to the Advance Property Securities Multiblend portfolio and was responsible for portfolio implementation, manager research and strategy review, and successfully oversaw the implementation of the portfolio throughout the 200910 business migration between B Financial Group and AA. George Investment Solutions in October 2007 as an Investment Analyst responsible for the management of the asset allocation re balancing strategy across diversified portfolios, management of cash flows and liquidity levels across all funds, and execution of transactions on portfolio transitions. Joanna has 2.5 years’ experience in the financial services industry. John's stylish role is to produce investment specialist promote to B Financial Group's workplace and direct Superannuation businesses, including involvement with inner and external working groups that drive B’s and Advance's growth strategies for its many Superannuation offerings. John joined Advance in 2002 and has held abundant roles including managing key relationships for Advance's internal, external, platform and institutional distribution channels. Before to joining Otis, Lizzie was an Analyst for 4 years at B Financial Group in the Investment Research Governance (ING) team where she was piece of a team that has primary responsibility for monitoring and oversight of approximately 90bn in investments across B’s Platform, Superannuation and proprietary Asset Management businesses. Brett spent two years as a financial planner and has more than 17 years' industry experience.