ALDER AND PARTNERS - Key Persons
Job Titles:
- Member of the Investment Committee
Job Titles:
- Member of the Investment Committee
Hilah joined Alder & Partners in 2013, applying the experience and acumen she honed in her previous roles as a technical and Associate Adviser.
Hilah helps our clients navigate the broad and complex world of financial advice and has a special interest in superannuation, retirement planning, wealth accumulation, cash flow management and estate and family succession planning.
Job Titles:
- Member of the Investment Committee
Josh began his financial services career in 2011 and has gained valuable experience working as an Associate Adviser for a leading national financial services firm.
Josh has a passion for financial markets and identifying opportunities for client portfolios. He helps prepare comprehensive financial advice for clients as well as carrying out technical research and complex strategy development. Josh has strong analytical background and enjoys preparing complex financial modelling for clients.
Josh is a Representative of Alder and Partners Pty Ltd.
Judit is our Head of Advice and Professional Standards and is responsible for managing the preparation and delivery of our advice documents. Judit has worked in the financial services industry since 1999.
Judit specialises in the areas of superannuation/retirement income, debt management, estate planning, corporate/trust structures, insurance, aged care and social security. She is an enthusiastic problem solver and her methodical and detail oriented approach is highly valued by clients.
Linda joined our team in May 2013.
She has been employed in the financial services industry since 2000, working in boutique financial planning businesses. Linda has experience in many roles from administrator through to para-planner.
Linda has completed the Advanced Diploma of Financial Services (Financial Planning).
Job Titles:
- Member of the Investment Committee
Matt began his financial services career in 2016 and gained valuable experience working for a financial services firm in Melbourne before relocating to Perth.
Matt holds a Bachelor of Business from RMIT University majoring in Economics and Finance along with a Graduate Diploma in Financial Planning from Kaplan Professional.
Matt has also completed an additional qualification in Self-Managed Superannuation Funds.
Matt is a Representative of Alder and Partners Pty Ltd.
As Technical Manager, Paul not only provides our clients wealth management services, he is also a valuable team member providing clients and staff with advice on complex strategy matters.
Paul has been employed in the financial services industry since 1999 in a variety of advisory, professional standards and management roles.
Simon is an investment analyst who works alongside the Chief Investment Officer to develop investment theses and security valuations. He presents his analysis to members of our Investment Committee.
Sky Walker - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Member of the Investment Committee
Sky is Chief Investment Officer and a member of our Investment Committee.
As CIO Sky's core responsibilities are following macro-economic and financial market trends, asset allocation guidance, investment research and monitoring, investment execution guidance and group portfolio exposure and risk management systems. Sky has substantially built and enhanced Alder and Partners research process and group exposure reporting systems over an extended period.
Job Titles:
- Member of the Investment Committee
Steven has been employed in the financial services industry since 2005, commencing his career in stockbroking in Perth. He then spent three years in London working in Fixed Income Derivatives for global investment bank Morgan Stanley where he gained valuable experience and insights into risk management and hedging for some of the largest institutional investors in the world. Working through the Global Financial Crises in one of the epicentres of the world's financial system provided an invaluable learning experience.
Steven joined our team in January 2013 and is responsible for the provision of strategic and technical advice to clients. Steven specialises in superannuation, investment management, taxation planning and insurance. Steven is a Director and Representative of Alder and Partners Pty Ltd and a member of our Investment Committee.