Serg Premier Managing Director Responsible for leading Partnervest including managing the team, developing strategy, and engaging with key partners. Education: MBA, Grad Dip Finance, Diploma Fin Services, RG146, SA Fin, Member FSU.
|
 |
Adam Bullock Head of Investment Operations Responsible for Partnervest model portfolios and approved product list, operational processes and account management backup for not-for-profit investors. Education: CIMA®, Chartered Accountant (Aus), Chartered Certified Accountant (UK), BA (hons) Business.
|
 |
Tayla Love Client Operations Manager Responsible for providing a high level of client services including on-boarding new investors. In addition, Tayla is heavily involved in analysing data and preparing product reports. Education: Bbus (Accounting), Diploma of Financial Planning.
|
 |