Paul O.

Energizer
DISC Type : I

Head of Investment Management & Research at netwealth Investments Limited

Greater Melbourne Area, Australia

Overview

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.

Personality Overview

Informal

Big Picture Person

Imaginative

They are really good at seeing what the long-term impacts of their decisions could be.  They are always positive and upbeat, so take their promises with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care 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.
Manager Selection
His role involves appointing and monitoring underlying managers for Netwealth's managed funds, drawing on his extensive research background.

Media Appearances

Paul has no verified media appearances

Work History

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

Education

2005 - 2005
Certified from Investment Management Consultants Association
1998 - 2000
Post Graduate Diploma from Securities Institute

More Information

Social Presence :

Prographics :

Exp : 30 Location : Greater Melbourne Area, Australia Job Level : Mid-senior Designation : Head of Investment Management & Research at netwealth Investments Limited
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Paul

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Paul take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Paul

Personality Compatibility


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