Asset Management client partnerships team

Investments / Client Partnerships Team

Financial Advisers

Head of Distribution Michael Watson

Relationship Manager - VIC David La Greca

Relationship Manager - VIC Jo Ni

Phone 0386 102 400

Email [email protected]

Jo joined La Trobe Financial in 2012, bringing with him a wealth of experience from various roles within the financial sector.

Jo is dedicated to delivering exceptional customer service, to his team members and clients. He serves the financial adviser market in Victoria, as well as the wider Chinese community throughout Australia.

Relationship Manager - VIC Andrew Waide

Relationship Manager - NSW Derek Luu

Relationship Manager - NSW Derek Paas

Relationship Manager - NSW Jacqui Veitch

Relationship Manager - QLD Andrew Evans

Phone 0410 220 185

Email [email protected]

Andrew joined La Trobe Financial Asset Management team in 2016. He has over 30 years Financial Services Industry experience, including roles in Asset Management, Investment Banking, and his own Consulting business.

Andrew is a trusted adviser to many of his clients, always looking to add value, where he assists them to grow strong, successful businesses.

Relationship Manager - QLD Tracey Moore

Relationship Manager - WA Alan Del Borrello

Private Wealth

Director of Client Partnerships Lilian Chin

Head of Private Wealth Desk Robert Rando

Senior Manager – National Sales Desk VIC Jason Andor

Phone 0386 102 332

Email [email protected]

Prior to commencing at La Trobe Financial Jason worked extensively in Financial Markets. He has previously worked at Merrill Lynch here in Australia and in PNG and IG Group, a world leader in CFD trading.

In his current position he manages the National Sales Desk and is focused on helping his team consistently achieve outstanding results.

Senior Manager - Sales Desk NSW Alan Vong

Phone 0280 461 513

Email [email protected]

Alan brings over a decade of experience in financial services industry, having previously worked at a custodian bank in Colonial First State and a financial planning firm as a Relationship Manager before joining La Trobe Financial in early 2020.

In his current role, he’s focused on building a high-performing team and delivering La Trobe Financials’ best-in-class products to its investors.