SPEAKERS
Partner | Portfolio Manager
Trellia Wealth Partners
Fil is a founding partner at Trellia Wealth Partners, formed from the merger of InvestSense (which he co-founded in 2014) with Betashares Managed Accounts. As a portfolio manager, Fil is part of the InvestSense Investment Committee and works with financial advisers to design and manage multi-asset investment portfolios.
Fil has over 25 years of experience in financial services in both Sydney and the UK. Prior to InvestSense, Fil was a Senior Asset Consultant at research house van Eyk where he was responsible for providing dealer groups and financial planners with asset allocation and portfolio construction advice. Prior to van Eyk, Fil worked in the UK across firms such as AXA Framlington, Northern Trust and Alliance Bernstein, in roles covering portfolio implementation and portfolio analysis. Fil was also an investment analyst at White Funds Management, a boutique funds management firm specialising in Australian equities based in Sydney.
Fil holds a Bachelor of Mathematics and Finance (Honours) from the University of Wollongong and is a CFA charter holder.