Evergreen Consultants
Brad Bugg is a seasoned finance professional with extensive experience in multi-asset portfolio management and investment analysis. Currently serving as Principal Consultant at Evergreen Consultants since September 2023, Brad oversees the construction and management of multi-asset portfolios. Previously held the position of Senior Investment Analyst at TCorp, where responsibilities included coverage of Fixed Income and Credit strategies. Brad's notable tenure at Morningstar Investment Management Australia as Head of Multi Asset Portfolio Management spanned over a decade, during which time Brad managed multi-asset and fixed income portfolios and contributed to the Asia Pacific investment committee. Earlier roles include Senior Investment Analyst positions at Austock Asset Management and ANZ Investment Bank, and a Director role at Dresdner Kleinwort, focusing on credit analysis across various sectors. Brad's educational background includes a Commerce degree in Banking and Finance from Curtin University.
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Evergreen Consultants
Evergreen is one of Australia's leading investment consultants. We work closely with high quality financial planning businesses across the country to build and manage tailored investment solutions. Evergreen's true advantage lies in the strong and close working relationships we have with clients, while our large and experienced team ensures our technical expertise in manager research and selection, asset allocation, portfolio construction and responsible investment is unsurpassed. We are proud members and supporters of RIAA, IMAP and the FAAA. We acknowledge the Traditional Owners of Country throughout Australia. We pay our respects to their cultures and Elders, past, present and emerging.