WHO WE ARE

Aaron Edwards
Aaron has more than 29 years experience working in financial markets, both in Australia and overseas. Prior to establishing Alta, he was a senior Private Client Adviser with Goldman Sachs JBWere. He has advised clients in all areas of Private Wealth Management, and has specialised in managing risk and enhancing returns in share portfolios through the use of exchange-traded options. Aaron has also worked in Australia and internationally for Tullet and Tokyo Liberty as an institutional broker in the foreign exchange trading department. Aaron completed Level 1 and 2 derivatives accreditation with the ASX in 2003. He holds a Graduate Diploma of Applied Finance and Investment, a Diploma of Technical Analysis and a Master of Applied Finance.

Paul Nicholson
Paul Nicholson has advised clients in all areas of private wealth management for over 17 years. Prior to establishing Alta in 2006, Paul was a senior adviser and manager in the Private Client area at Goldman Sachs JBWere. He has specialised in formulating investment strategies for self-managed superannuation funds and in managing risk and enhancing returns in share portfolios through the use of exchange-traded options. He has completed his ASX Level 1 and Level 2 Derivatives Accreditation and holds a Bachelor of Social Science and a Graduate Diploma of Applied Finance and Investment.

Hilary Pope
Hilary is an assistant at Alta Investment Management who is responsible for the office administration and management of client affairs. She brings with her a wealth of experience in Customer Service and Administration, having worked for many years in the Corporate Sector for large Telecommunications companies and more recently in the Mortgage Broking industry. She has completed Certificate III in Mortgage Broking and Financial Services. Hilary is keen to work at higher levels in the industry, develop her wealth management knowledge and is currently studying for her PS146 financial markets accreditation.

OUR PHILOSOPHY

Alta Investment Management is an investment manager and licensed financial services provider. We provide you with individual and personalised financial advice, with a strong focus on maximising long-term after-tax returns. We develop one-to-one relationships with you, and firmly believe that the ongoing success of our business depends on your satisfaction.

The Value of Boutique Advice
Our approach provides you with a great advantage. You benefit from our access to research, floats, and information and opinion from across the entire market. As we are not restricted to sourcing from one particular provider we avoid the conflict of interest suffered by many larger firms.

Your portfolio is constructed and maintained without bias to any one provider or research department. Our primary focus is on increasing and protecting your wealth.

Our focus is on working with you to develop a structured approach to growing your wealth while protecting against risks. We ensure that you have appropriate structures to protect and grow your family wealth from generation to generation. The degree of involvement you have is your choice, and determined by your level of interest and available time. Our role is to ensure your investments are co-ordinated to achieve your goals.

Lack of time is increasingly an issue for our clients and investment affairs can sometimes lose priority or become disorganised. We ensure that your investments are being pro-actively managed. Regular, efficient and understandable reporting is fundamental to your peace of mind, and we ensure you remain in touch with your affairs as time-efficiently as possible.

Our clients are our business and our approach is based on meeting your individual needs rather than the increasingly commoditised approach employed in larger organisations. Our primary focus, and the way we are remunerated, depends on increasing your wealth. Aligning our interests directly with yours provides a solid base for long-term, successful relationships and this partnership approach underpins our firm’s philosophy.

Our clients include private individuals, companies, self-managed superannuation funds and professional fund managers. Expansion is not our primary aim. We intend to remain a boutique, high quality service provider to our clients.