Paul Ramsay Email & Phone Number
Co-Head of Wholesale
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Paul Ramsay Location
- Melbourne, VIC, AU
Paul Ramsay Work
- Co-Head of Wholesale @ Fidante (May 2026 - Present)
- Senior Distribution Manager - Wholesale, HNW and Middle Market @ Fidante (October 2023 - May 2026)
- State Distribution Manager - VIC @ (January 2021 - October 2023)
- Key Account Manager @ Franklin Templeton Investments (July 2019 - January 2021)
- National Manager, Strategy – Investments @ (January 2017 - January 2018)
- Senior Investment Specialist @ (January 2012 - January 2017)
- Head of Research Relationships @ (January 2009 - January 2012)
- Manager - Distribution Support @ (January 2007 - January 2009)
- Business Development Manager - nab Deposits @ National Australia Bank (January 2005 - January 2007)
- Loyalty Manager - MLC @ National Australia Bank (January 2004 - January 2005)
- Project Manager - Turnkey, MLC @ National Australia Bank (January 2002 - January 2004)
- Business Transformation Manager – MLC @ National Australia Bank (January 2001 - January 2002)
- Client Services Manager - NAFM @ National Australia Bank (January 1998 - January 2002)
Paul Ramsay Education
- CIMA Society of Australia
Certified Investment Management Analyst (Portfolio and Investment Management)
- FINSIA
Diploma of Financial Markets
Paul Ramsay Skills
- Asset Management
- Asset Managment
- Business Analysis
- Business Development
- Business Relationship Management
- Change Management
- Equities
- Financial Modeling
- Investment Strategies
- Investments
- Management
- Portfolio Management
- Project Management
- Risk Management
- Stakeholder Management
- Superannuation
- Wealth Management
- sales
Paul Ramsay Summary
- Paul Ramsay, based in Melbourne, VIC, AU, is currently a Co-Head of Wholesale at Fidante. Paul Ramsay brings experience from previous roles at Fidante, Charter Hall, Franklin Templeton Investments and Australian Unity Wealth. Paul Ramsay holds a Certified Investment Management Analyst in Portfolio and Investment Management @ CIMA Society of Australia. With a robust skill set that includes Asset Management, Asset Managment, Business Analysis, Business Development, Business Relationship Management and more. Paul Ramsay has 1 mobile phone numbers on RocketReach.
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