Glen joined Evans and Partners in 2017 and focuses on managing portfolios on behalf of individuals, families and not-for-profit organisations.

He helps clients determine their objectives and then sets appropriate investment strategies through considered asset allocation, portfolio construction and portfolio management.

Prior to transitioning to Evans and Partners, Glen worked within the E&P Financial Group as a wealth analyst.

He holds a Bachelor of Commerce majoring in Finance from Swinburne University, as well as a Diploma of Financial Planning and Certificate in Core 1 Securities & Managed Investments.

Glen completed the FASEA Financial Adviser Exam in September 2020.

Expertise
  • Advisers
  • Advice and Strategies for Family Offices
  • High-Net-Worth Investing
  • Personal Investment Advice