H&B

Jeremy McPhail

Professional Standards Manager,
FMD Financial

Jeremy McPhail

A knowledgeable and highly qualified investment expert with over 15 years experience in investment research and portfolio construction, Jeremy manages FMD’s investment portfolios in line with our investment philosophy. This includes oversight and optimisation of our Active Management Service (AMS) and our online investment platform, Rev Invest. Jeremy works closely with the FMD Investment Committee (IC) and appointed consultants to maximise portfolio returns for our clients over time.

Jeremy joined FMD in 2015 after heading investment research for Crowe Howarth. Jeremy holds a Batchelor of Economics, a Graduate Diploma in Applied Finance and Investment from FINSIA and is a Certified Investment Management Analyst (CIMA®).

Advisory Board

Adam Stanley

Adam Stanley

Partner,
Pitcher Partners Investment Services

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Lauren Abela

Lauren Abela

Senior Financial Adviser,
LBW Business & Wealth Advisors

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Simon Barwick

Simon Barwick

Director - Financial Planning,
Bentleys Wealth Victoria

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