Sandy is the founder of Boag Financial. Sandy has over 20 years experience in the finance industry managing assets for both private clients and institutions. Sandy spent six years with Deutsche Bank in Melbourne and Singapore where he ran a number of global portfolios for clients within the Private Banking division covering equities, fixed income and currencies, and emerging market bonds. Sandy has also worked as an equity trader with Goldman Sachs JBWere, and was a senior client adviser at Carnbrea & Co Ltd where he managed Australian and global equities portfolios for high net worth individuals, family groups and charitable foundations. Sandy is the Portfolio Manager and, along with the Investment Management Team, is responsible for the day to day research and analysis of the investments that are recommended for client portfolios.
Sandy has a Bachelor of Commerce from Monash University, an MBA from the Australian Graduate School of Management, and a Graduate Diploma in Applied Finance from the Securities Institute of Australia.