Partners Wealth Group
Gerald Mein, CFA, currently serves as a Senior Investment Analyst and previously as an Investment Analyst specializing in Australian Equities at Partners Wealth Group since February 2021. Prior experience includes working as an Investment Analyst for International Equities at Churchill Asset Management from October 2019 to October 2020 and a sabbatical for international travel from October 2018 to September 2019. Prior roles also encompass a Portfolio Investment Analyst and Reconciliations Associate at Vanguard Australia from May 2014 to August 2018, along with a graduate position in Private Tax at Deloitte Australia in 2013. Gerald Mein holds a CFA designation earned in 2020 and a combined Bachelor of Commerce and Bachelor of Laws degree from Monash University, completed in 2013. Additional educational pursuits include studies at Uppsala University and the University of Florida, ongoing since 2012 and 2010, respectively.
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Partners Wealth Group
Helping you to navigate life's financial decisions. Partners Wealth Group is a diversified wealth management business offering financial advice, investments, superannuation, lending and legal solutions. We believe in the power of personalised advice and collaboration to deliver tailored, innovative wealth solutions to help clients achieve their financial and lifestyle goals. A genuine approach to collaboration is at the heart of our philosophy of being stronger together; this is encapsulated in our logo of three geese flying together in formation, representing our clients, our partners and ourselves working together for better outcomes. Learn more about us https://www.pwg.com.au/