Senior Investment Consultant
0447 459 067
Ken Joined Westpac Banking Corporation in 1992 covering many facets of retail banking before moving to specialise in gearing since joining BT Financial Group in 1999.
In his capacity as Regional Manager NSW, Ken has primary relationship management responsibility for both Westpac and St. George Private Bank clients where he is responsible for the distribution of the group's Investment and Gearing Solutions including Margin Lending, Structured Products and Managed Accounts. In addition to his internal Private Bank clients, Ken is responsible in supporting both the internal and external intermediary market across Dealer Groups, Financial Planners and Stockbrokers and their referral partners. Ken is RG146 compliant in Securities, Managed Investments, Geared Investments, Superannuation and Derivatives.
State Manager NSW and ACT
0412 554 343
Brett is responsible for managing adviser relationships in NSW and ACT. Brett joined Advance Asset Management in 1997 and has worked in a number of roles within Client Services and the Distribution team. Brett spent two years as a financial planner and has more than 17 years' industry experience.
Brett's responsibilities include managing key account relationships, he holds an economics degree from Sydney University and has completed his diploma in financial planning.
VIC, SA and TAS
State Manager VIC/SA/TAS
0434 428 055
Eric joined the BT Equities Team in 2008 and is responsible for distributing the Groups Investment & Gearing Solutions and Advance Funds Management. The suite of solutions includes Investments and Margin Lending, Managed Accounts, Structured and Protected Investments and Funds management. In his current role, Eric has accountability for the development and distribution of BT Investment Solutions in Victoria, South Australia and Tasmania, supporting internal and external intermediary markets including Financial Planning Dealer Groups (National and Boutique), independent financial advisers, stock broking referral partners and relationship banking segments.
In his first 5 years at Westpac, Eric managed and executed tailored equity solutions for wholesale clients of the bank including strategies for collars, covered call selling and protection.
Prior to joining BT Equities, Eric held various roles over 14 years at Merrill Lynch. He spent 6 years in Melbourne, Sydney and New York working as a fundamental equity research analyst and was head of Private client research in Melbourne for 2 years. He then managed the international margin lending and structured product offering and traded local and international markets for significant direct clients. Professional qualifications include Bachelor of Business, ADA1 Accreditation, RG146 and Series 7.
Queensland and Northern Territory
State Manager - QLD and NT
0411 107 391
Travis become a part of the BT Equities Team following the merger with St.George where he was the State Manager of the Margin Lending Team in QLD. Prior to St.George, Travis headed up a Distribution within Leveraged Equities and Adelaide Bank responsible for the distribution of the fixed interest and margin lending offerings. He also has worked within BT heading up the Client Executive and Wrap Resolution Teams with accountability for the Operational Relationship and on boarding of the Private Label Wrap badges.
In his current role Travis has accountability for the distribution of Investment Gearing Solutions in QLD, supporting the group's financial planning and Private Bank networks, as well as external IFA, Financial Planning Dealer Groups and Stock Broking referral partners.
Travis has a Bachelor of Economics, and post graduate qualifications in Financial Planning and is a Senior Associate FINSIA, with over 25 years experience in the finance industry.
State Manager - WA
0466 383 977
Rob has been in the industry since 2004 and, during that time, has held a wide range of positions such as a Senior Financial Planner in both boutique and institutional dealer groups and a Senior Investment Analyst within the BT Advice Research & Strategy team (focussing on Australian equity based managed funds and Structured Investments). Rob has a Bachelor of Arts in Economics and Political Science, a Master of Business Administration in Economics, Strategy and Finance, a Juris Doctor, a Graduate Diploma of Financial Planning and is ADA 2 accredited.
Sales Manager, Investment Sales
02 8253 3600
Alex joined BT Financial Group in 2008. He has over eleven years experience in the Finance industry. Alex specialises in Equity Derivatives and Structured Products, with a focus towards Tailored Equity Solutions.
Prior to BT, Alex worked at Commonwealth Bank in equity derivatives and principal trading operations. Alex is an ASX Accredited Derivatives Adviser (ADA 1 & 2) and Alex is also Regulatory Guide RG146 qualified.
BT Managed Accounts
Managed Accounts Investment Sales
02 8253 7230
Email Vik Ahuja
Vik joined Westpac in 2007 in the Customer Relations division assuming responsibility for investor and adviser sales and support, specifically in relation to superannuation and retail products. In June 2008 Vik joined the Managed Accounts team initially as an Assistant Portfolio Manager. As a key member of Managed Accounts, Vik's primary responsibilities include managing client's investments in accordance with the mandates and supporting Portfolio Managers. In addition Vik is personally responsible for the sales and distribution of the BT Elect product, and has established a strong track record of achievement since joining this business unit. Professional qualifications include a Bachelor of Commerce and Masters of Business Administration. Vik is also a Certified Practising Accountant (CPA).
Premium Equity Lending
Senior Relationship Manager
02 8254 9001
Lester graduated with Honours in Economics from Herriot Watt University, Edinburgh. Prior to joining BTFG six years ago, Lester worked for a number of investment banks including Citibank, Macquarie Bank, Deutsche Bank and ten years at Merrill Lynch. During his tenure with these institutions, Lester worked in both the Structured Equity and Margin Lending Areas. Lester was also an active trader in buying and selling shares and options for clients. His earlier career included a 2 year stint with an international Design Consultancy Company in Dubai. Lester heads up a team of five in the Sydney Premium Equity Lending Team which manages the high net worth Margin Lending clients for both BT and St George.
Senior Account Manager
03 9608 4322
Merran joined BT Financial Group in 2008 and has over thirty years experience in the Finance industry. Prior to joining BT, Merran held positions with Macquarie Bank, Deutsche Bank and Merrill Lynch in futures broking and margin lending. Merran specialises in Margin Loan Account Management for the Bank's premium clients. Merran has Bachelor of Arts and a Bachelor of Education degrees from Melbourne University and is RGS 146 qualified.