Andrew Fry
Gestore di Portafoglio-Azioni presso Entrust Wealth Management Pty Ltd.
Profilo
Mr. Andrew Fry is a Private Wealth Adviser at Entrust Wealth Management Pty Ltd.
and an Executive Director at Esplanade Property Fund.
He is on the Board of Directors at Entrust Wealth Management Pty Ltd.
His core expertise is the management of multi asset class portfolios to meet each client’s specific circumstances.
He has a focus on protecting and growing his clients’ wealth with particular emphasis on investing when he believes reward significantly exceeds risk.
He joined Entrust in 2003 as a Senior Investment Adviser.
He was appointed a Director in November of that year and at various times since, has served as Managing Director and Executive Chairman.
He has extensive experience providing wealth management advice to private clients.
Mr. Fry is able to deliver a range of services including Management of multi asset class portfolios, Superannuation, Retirement planning, Managed funds, Managed Discretionary Accounts, Margin lending facilities, Savings plans and deposit products, Life insurance, Managed investments, and Securities, derivatives and bonds.
Mr. Fry was previously employed as a Non-Executive Director by OTOC Ltd.
He holds a Bachelor of Commerce degree and was admitted as a Chartered Accountant in the Institute of Chartered Accountants in 1996.
Posizioni attive di Andrew Fry
Società | Posizione | Inizio |
---|---|---|
Entrust Wealth Management Pty Ltd.
Entrust Wealth Management Pty Ltd. Investment ManagersFinance Entrust Wealth Management Pty Ltd. (Entrust) is a wealth management firm headquartered in Perth, Australia. The firm was founded by Graeme Yukich in 2002 and they were acquired by Euroz Hartleys Group Ltd. (ASX: EZL) in 2015. Entrust provides wealth management services to their clients who consist of professionals across a wide range of industries, business owners, self-managed superannuation funds and large multi-generational families. | Gestore di Portafoglio-Azioni | 01/01/2003 |
Esplanade Property Fund
Esplanade Property Fund Investment Trusts/Mutual FundsMiscellaneous Esplanade Property Fund invests in unlisted property funds and syndicates, listed property funds, direct property ownership and select property development projects. It was established on September 1985 and is headquartered in Perth, Australia. | Corporate Officer/Principal | 06/06/2011 |
Precedenti posizioni note di Andrew Fry
Società | Posizione | Fine |
---|---|---|
VERIS LIMITED | Direttore/Membro del Consiglio | 29/01/2008 |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
VERIS LIMITED | Technology Services |
Aziende private | 2 |
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Entrust Wealth Management Pty Ltd.
Entrust Wealth Management Pty Ltd. Investment ManagersFinance Entrust Wealth Management Pty Ltd. (Entrust) is a wealth management firm headquartered in Perth, Australia. The firm was founded by Graeme Yukich in 2002 and they were acquired by Euroz Hartleys Group Ltd. (ASX: EZL) in 2015. Entrust provides wealth management services to their clients who consist of professionals across a wide range of industries, business owners, self-managed superannuation funds and large multi-generational families. | Finance |
Esplanade Property Fund
Esplanade Property Fund Investment Trusts/Mutual FundsMiscellaneous Esplanade Property Fund invests in unlisted property funds and syndicates, listed property funds, direct property ownership and select property development projects. It was established on September 1985 and is headquartered in Perth, Australia. | Miscellaneous |
- Borsa valori
- Insiders
- Andrew Fry