Dimitri began his career in financial services in 2016, developing a strong grounding in financial advice before shifting focus to the investment operations space.
As Manager of Product and Platform Support, Dimitri plays a key role in ensuring the smooth operation and functionality of our managed portfolios across various platforms. He thrives on the challenge of optimising systems and is passionate about using technology to create scalable, efficient investment solutions that benefit both clients and advisers.
With a detail-driven mindset and a deep understanding of how advice and investments intersect, Dimitri brings insight, innovation and reliability to the team.
Dimitri enjoys spending quality time with friends and family outside of work, often escaping to the Mornington or Bellarine Peninsula for a coastal recharge. He’s also a dedicated Collingwood Magpies supporter — never far from the action when his team takes the field.
Dimitri’s qualifications include:
Bachelor of Commerce (Finance and Management)
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Dynamic portfolio management, high-quality investments, risk management and diversified portfolio management.
Tailored portfolios, responsiveness, and proactive communications are core to our philosophy.
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Consistent performance and an experienced investment team with over 260 years of combined experience.
We partner with advice firms ready to scale by adopting a smarter investment solution for your clients.
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