Chartered Institute for Securities and Investments
(FSA Financial Regulation)
2007 - 2009
Financial Regulatory Authority
(Series 7 general securities representative exam)
2009 - 2010
Chartered Institute for Securities and Investments
(Securities & Investments)
2007 - 2009
Monarch
(Advanced Diploma of Financial Planning)
2013 - 2014
Monarch
(Diploma Financial Planning - RG146 Compliance)
2013 - 2013
The London School of Economics and Political Science (LSE)
(Business/Commerce - Incomplete)
2009 - 2009
Oliver Portis's Skills
Entrepreneurship
Investments
Business Strategy
Business Development
Strategic Planning
New Business Development
Management
Derivatives
Equities
Hedge Funds
Oliver Portis's Summary
Oliver Portis, based in Adelaide, SA, AU, is currently a Private Investor at Portis Trusts, bringing experience from previous roles at Macquarie Group, Accendo, Riskcare and ARjENT. Oliver Portis holds a 2007 - 2009 Chartered Institute for Securities and Investments. With a robust skill set that includes Entrepreneurship, Investments, Business Strategy, Business Development, Strategic Planning and more, Oliver Portis contributes valuable insights to the industry. Oliver Portis has 1 email on RocketReach.