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.