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Oliver Holt
Strategic Partnerships Manager at Evergreen Consultants
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Work Experience
Strategic Partnerships Manager
Sep 2023 - Present · 1 years and 4 months
Business Development Manager
Aug 2018 - Apr 2023 · 4 years and 8 months
Client Development Manager Nsw/Act
Jul 2017 - Jul 2018 · 1 years
Company Details
11-50 Employees
Evergreen is one of Australia's leading investment consultants. We work closely with high quality financial planning businesses across the country to build and manage tailored investment solutions. Evergreen's true advantage lies in the strong and close working relationships we have with clients, while our large and experienced team ensures our technical expertise in manager research and selection, asset allocation, portfolio construction and responsible investment is unsurpassed. We are proud members and supporters of RIAA, IMAP and the FAAA. We acknowledge the Traditional Owners of Country throughout Australia. We pay our respects to their cultures and Elders, past, present and emerging.
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services
HQ Location
10 Bridge St Level 5 Sydney, New South Wales 2000, AU
Keywords
Model PortfoliosInvestment CommitteesAsset AllocationGovernanceResponsible InvestmentESGManager SelectionInvestment CommunicationsManaged AccountsInvestment Portfolios
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