Santi Burridge Chief Executive Officer Corporate Development, Implemented Portfolios Pty Ltd (at time of writing) Santi is the co-founder and chief executive - strategic development at Implemented Portfolios. Santi drove the development of the unique Individually Managed Account structure and Dynamic Asset Allocation process that sits at the heart of the Implemented Portfolios service. Santi has a passion for assisting financial advisers in running efficient, scalable and profitable practices, and providing clients with a superior investment journey.
SANTI BURRIDGE | FRIDAY, 14 OCT 2016 Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of separately managed accounts (SMAs) and individually managed accounts (IMAs) as investment structures. Read more PAGE: 1 |
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Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.