Portfolio Manager & Senior Adviser (F.Fin, AFP)
Grant has been advising private clients and Trustees of Self-Managed Super Funds at Taylor Collison since 1997. With a long and successful career in financial planning and stockbroking he’s exceptionally knowledgeable. Grant manages investment portfolios by taking care to understand the needs of his clients and he provides a complete and personal service offering. With his complementary skills in financial planning, Grant is well placed to provide ongoing investment advice and portfolio management.
Client Services Manager
Anne-Marie has built-up an extensive amount of stockbroking and financial planning experience, skills and knowledge over her career. Taylor Collison Portfolio Management clients have had the benefit of her personalised and dedicated customer service since 2011. Before that Anne-Marie worked in senior roles with stockbroking and financial planning firms in Melbourne and Adelaide. She cares about people and supports them by managing their investment needs. Anne-Marie is the primary contact for Portfolio Management clients as she is able to help with just about any request. Anne-Marie is a fountain of knowledge.
Client Services Officer (Dip Fin Services – Financial Planning)
Sarah joined the Portfolio Management Services team at Taylor Collison in October 2015. Prior to joining us, she worked in financial planning, banking and small business. Like the rest of the team (Grant, Anne-Marie and Nicole), Sarah is committed to making sure clients have positive experiences every time they deal with Taylor Collison. Sarah has a strong financial services background and she’s prepared to go the extra mile to enhance the client experience.
Relationship Manager (BBus, BA, Grad Dip Mgt, Prof Dip Stockbroking)
Nicole has been with Taylor Collison in the Portfolio Management team since February 2014. She moved to Adelaide in 2011 from Naracoorte in the state’s SE where she helped small businesses and not-for-profit organisations with their financial management including coming to grips with the New Tax system. Prior to that Nicole lived and worked in Melbourne where she held high-level roles in marketing and communicating financial reforms for state and federal governments. At Taylor Collison she proactively communicates investment advice and manages investment portfolios. Nicole has a Professional Diploma in Stockbroking in Securities & Managed Investments (RG146) and Superannuation.