Type Of Business:
Niche Managed Fund Trade Facilitator, Custodian and Administration Service Provider
Expertise:
Mr. Candy's expertise is in finance and fund management.
Major Product/SVS:
Wrap Custody, Valuation Unit Pricing, Managed Fund Sub-Custody, Streamlined Managed Fund Processing, Badged Wrap (IDPS and MDA) Operator
Favorite Business Publication:
The Australian Financial Review; Money Management International
Hobbies/Sports:
Movies, Theater, Tennis, Rugby
Education Degrees:
Diploma in Financial Markets Securities Institute of Australia; Master of Management from Southern Cross University; MBA, Rochville University; Bachelor of Business in Banking and Finance, Monash University
Affiliations Awards:
F Fin; AMAMI; Associate Fellow of the Australian Institute Of Management; Member of the Australian Institute of Company Directors; Financial Services Institute of Australia
Work History:
Westpoint Funds Management (2004-2005); Libertas Capital Securities Limited (2002-2004); Tower Australia Limited (1998-2002); ING Australia Limited, Mercantile Mutual Funds Management (1995-1998)
Career Achievements:
Australian Quality Council Award, Mercantile Mutual
Extended Bio Profile:
Mr. Candy developed and launched a new range of wholesale, mezzanine and retail managed funds for Tower Managed Funds Limited. He also set up an Australian financial services licensee business and was appointed director of various subsidiary company boards throughout his career.
Day to Day Responsibilities:
Handling Wholesale and Retail Funds; Developing and Maintaining Managed Funds, Integrating Risk Management and Compliance, Managing Business Operations and Client Relationships
Education Certifications:
Certified in PS 146 Compliance, Securities Institute of Australia; Certification in Trust Administration III, University of New England