About Us
From Curiosity to Understanding
Financial Viewpoint provides business and operational management advice primarily to asset owners and asset managers, specialising in supporting boards, committees and internal teams better manage their operations.
Financial Viewpoint brings a breadth of understanding across strategy, operations, investments and supporting governance. Our key point of differentiation is the ability to understand and draw together multiple disciplines to deliver desired outcomes.
- Over 30 years’ experience in investment management and consulting
- Lead advisor and negotiator to some of the largest Australian outsourcing arrangements across Outsourced CIO, master custody and corporate superannuation
- Advisor to many of Australia’s largest asset owners and asset managers over the last 20 years
- Led from concept to live-operation one of Australia’s first implemented consulting and multi-manager investment management businesses
About Brett Elvish, CFA
Brett Elvish, CFA is Founder and Director of Financial Viewpoint, with more than 30 years’ experience in investment management, investment consulting and investment operations. Over the past 20 years, Brett has been an advisor to many of Australia’s largest asset owners and asset managers. Brett is a CFA charterholder and has a B.Com. and MBA from University of Melbourne
• Financial Viewpoint: 15 years
o Founder and director
• Intech: 11 years:
o Melbourne & Sydney
o 9 years as director and 4 years as managing director
• Other:
o National Australia Bank (master custody): 2 years
o Towers Perrin: 1 year
o Macquarie Investment Management: 5 years
o Perpetual: 2 years
• Education
o B.Com., MBA, University of Melbourne
o CFA® charterholder, CFA Institute
o Negotiation & dispute resolution, Harvard Law School
o Post graduate diploma, Applied Finance & Investment, Finsia
o Certificate, Financial Markets, Finsia
o PS146
Why Choose Us
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- Track all your money in one place
- Tax planning and budgeting
- Timely updates on status of your financial goals
Account Outsorcing
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Quality Commitment
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Customize To Your Needs
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Honest and Dependable
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Our People
“Financial Viewpoint has proved to be an invaluable resource in our strategic thinking. Brett’s skills and experience have been tangibly demonstrated in his ability to add value in commercially sensitive negotiations and his expertise and guidance in driving value from our investment consulting and administration relationships. Brett has substantially improved our ability to operate strategically.”
– Chief Investment Officer of an industry superannuation fund
• Led from concept to live-operation, the establishment of one of Australia’s first implemented consulting and multi-manager investment management businesses
• Lead advisor and negotiator to some of the largest Australian outsourcing arrangements across Outsourced CIO (OCIO or implemented consulting), master custody and corporate superannuation
• Many years’ experience as a director and responsible officer for a responsible entity and investment management business
• Financial Viewpoint: 15th year of operation
• Pro bono activities:
o Over 30 years of proactively contributing to the ongoing development of the industry to achieve better outcomes for society.
o Director and Treasurer of CFA Society Melbourne
o Member of CFA Australia Employer Engagement Advisory Council
o Life Member and former Chair, IMCA Australia (now CIMA Society Australia)
o 3 decades supporting ASFA including Deputy Chair, ASFA Economics & Investments Policy Council
From Opportunities to Results
