Paul O. in

Paul O.

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Head of Investment Management & Research at netwealth Investments Limited
📍 Greater Melbourne Area, Australia

Paul OShaughnessy is a seasoned financial executive, currently serving as the Head of Investment Management & Research at Netwealth. His career includes senior roles at Challenger, Standard & Poors, and IOOF, focusing on investment governance, fund research, and consulting. He is a Certified Investment Management Analyst (CIMA).

He built and implemented the entire investment governance framework for managed accounts at Netwealth.

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Experience
30 Years
Current Role
Head of Investment Management & Research
Job Level
Mid-senior
Location
Greater Melbourne Area, Australia
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Paul cares about

Investment Governance
A core responsibility in his current role at Netwealth and his previous position as Head of Research at IOOF, focusing on platform menu governance.
Managed Accounts
He personally built and implemented the governance framework for managed accounts at Netwealth and consults on their structure and strategy.
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Career

Work history

5-2014
Head of Investment Management & Research
netwealth Investments Limited
8-2013 - 4-2014
Key Account Manager - Investment & Consulting
Challenger Limited
11-2012 - 7-2013
Investment Consulting
Consultant
3-2008 - 11-2012
Director, Fund Services
Standard & Poor's
5-2002 - 3-2008
Head of Research
IOOF Funds Management Ltd
In the press

Media appearances

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Education
2005 - 2005
Certified
Investment Management Consultants Association
1998 - 2000
Post Graduate Diploma
Securities Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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