Nigel Douglas

My company (AFSL No. 480438) provides independent general financial product advice for wholesale clients in retail, high net worth and institutional market segments. The focus is on quality advice related to managed investment schemes excluding investor directed portfolio services. More specifically: * strategic projects including design of fund manager and ETF (exchange traded fund) selection processes and multi- manager frameworks through to project implementation. * multi-asset managed accounts portfolio assessment for leading platforms and Responsible Entities. * specialist managed funds / institutional investment manager research customised for clients. * investment committee (or non-executive director roles) and related governance advice; and * fund manager coaching (at various levels) with regard to investment capability. Projects have been completed across these categories with a highlight being the strategic analysis of a manager and ETF selection process at a leading investment bank wealth unit. Diversified managed accounts portfolios and funds (including specialist venture capital) have also been assessed. Current investment committee roles are: Chair of the Investment and Insurance Committee of Fortnum Private Wealth Ltd. The Fortnum Group was founded in March 2010. It is a multifaceted financial services business providing licensee services to financial advisers across Australia and leading advice tools including portfolio management through Innova Asset Management. External Voting Member - Stanford Brown Investment Committee Stanford Brown has been helping Australians with their financial planning needs since 1987. In that time, we have grown to become one of the largest and most respected specialist financial advice businesses in Australia.