An experienced adviser in the Aon Wealth Management team, Edward draws on his vast financial markets and product knowledge in helping clients make informed financial choices, and assisting them in establishing responsible strategies for the best possible outcome. Edward works with clients to fine tune solutions, ensuring that they remain on track to achieve their financial goals in an environment of continuous change. He has more than 15 years of experience in financial services, with a career spanning Australia, London, and Singapore.
Edward has also been heavily involved with the corporate clients within the Wealth Management space, where he worked with clients on investment advice for their corporate pension plans.
Prior to joining Aon, Edward was a Portfolio and Relationship Manager in the Wealth Advisers channel for ANZ in Melbourne. He has also previously worked as a foreign exchange and interest rates trader in London and Melbourne with ANZ, where he gained invaluable global market experience which he draws on in his financial planning advice.
Edward holds a Bachelor of Mechanical Engineering (Honours) and a Bachelor of Commerce (major in Banking and Finance) from the University of Melbourne. He has also completed a Diploma of Financial Planning.
- Financial planning
- Wealth accumulation