Allied Wealth

.wealth is excited to have David O'Hara join the team as Principal Financial Advisor. With over 25 years experience, we look forward to all the great contributions he will make to the team!

Head to our bio for the Q3 2023 Newsletter

Membership to CIFAA is only available to those individuals who satisfy S923(a) of the Corporations Act 2001 and currently issue an FSG to that effect.

We are pleased to share our Q2 2023 Newsletter. It provides our Investment Committee view of the quarter and year ahead.

Allied Wealth Q2 2023 Newsletter - Allied Wealth Asset Class and Economic Themes We hope we are not the only ones to feel a little confused by financial markets. Summarising the quarter, January started out with a strong equity market rally only to start falling in February; followed by a short-term banking crisis which unfolded in the first week....

Eddie Lee sits on the Allied Wealth Investment Committee as an Independent Investment Committee Member. Eddie has more than 12-years of experience across investment strategy, asset allocation and multi-manager portfolios. Over his investment career, he has held multiple roles in investment management and research working in asset consulting, superannuation, and wealth management. Eddie holds a Bachelor of Economics and Finance from RMIT University in Melbourne, Victoria.

Hugh Dive founded Atlas Funds Management in 2016 and manages the Atlas Core Australian Equity Portfolio. Before Atlas, he managed over $1 billion in accounts for Centric Wealth as Senior Portfolio Manager at Aurora Funds Management and was Head of Basic Materials at Citigroup Investment Research. In the 2011 Reuters StarMine Equity Analyst Awards, he was rated 5th overall in Australia for stock picking and first in Diversified Industrials and Chemicals. He has portfolio management experience at Investors Mutual, where he's managed small and large value funds, and CC&L Investment Management in Vancouver. Hugh holds degrees in Economics and Law from the University of Sydney, is a CFA charter holder, and earned Honours in the Canadian Securities Course.