Toby Potter Location
- Sydney, NSW, AU
Toby Potter Work
- 2009 -now Chair @ IMAP - Institute of Managed Account Professionals
- 2017 -now Executive Director @
- 2014 -2016 National Manager Platform Strategy and Managed Accounts @
- 2010 -2014 Head of Platforms @ SFG Australia
- 2008 -2011 Consultant @ IL Group
- 2004 -2008 Founder @ XPLORE WEALTH formerly Investment Administration Services
Toby Potter Education
- University of Auckland
Bachelor of Arts - BA (English)
1974-1976
Toby Potter Skills
- Managed Account Platform Development
- Wealth Management
- Financial Services
- Investment Strategies
- Equities
- Investments
- Financial Advisory
- Asset Management
- Investment Advisory
- Strategic Financial Planning
- Wealth
- Investment Management
- Portfolio Management
- Asset Allocation
- Retirement Planning
- Trading
- Financial Markets
- Estate Planning
- Mutual Funds
- Financial Planners
- Pensions
- Retirement
- Financial Planning
- Pension Funds
Toby Potter Summary
- Toby Potter, based in Sydney, NSW, AU, is currently a Chair at IMAP - Institute of Managed Account Professionals. Toby Potter brings experience from previous roles at Philo Capital Advisers Pty Ltd, IOOF Holdings Ltd, SFG Australia and IL Group. Toby Potter holds a 1974 - 1976 Bachelor of Arts - BA in English @ University of Auckland. With a robust skill set that includes Managed Account Platform Development, Wealth Management, Financial Services, Investment Strategies, Equities and more. Toby Potter has 1 emails and 1 mobile phone numbers on RocketReach.
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