Shane has over 18 years’ experience in investment management roles covering a range of functions including investment research, portfolio construction, governance, asset allocation, risk management and communications. He has also spent over 5 years in financial planning roles.
Prior to joining Oreana, Shane worked as the Research Manager for NAB Wealth’s research team, ThreeSixty Research. In this role Shane’s primary responsibilities were managing the investment due diligence and portfolio construction of NAB Wealth Licensee’s Approved Products Lists and model portfolios, as well as the MLC Investment menus. ThreeSixty Research services were distributed to over 1,500 NAB aligned advisers as well as other relationships.
Prior to this role, Shane held Investment Specialist roles for MLC and Asteron as well as Research Manager for ING/RetireInvest.