Andrew Fry
Portfolio Manager-Equities at Entrust Wealth Management Pty Ltd.
Profile
Mr. Andrew Fry is a Private Wealth Adviser at Entrust Wealth Management Pty Ltd.
and an Executive Director at Esplanade Property Fund.
He is on the Board of Directors at Entrust Wealth Management Pty Ltd.
His core expertise is the management of multi asset class portfolios to meet each client’s specific circumstances.
He has a focus on protecting and growing his clients’ wealth with particular emphasis on investing when he believes reward significantly exceeds risk.
He joined Entrust in 2003 as a Senior Investment Adviser.
He was appointed a Director in November of that year and at various times since, has served as Managing Director and Executive Chairman.
He has extensive experience providing wealth management advice to private clients.
Mr. Fry is able to deliver a range of services including Management of multi asset class portfolios, Superannuation, Retirement planning, Managed funds, Managed Discretionary Accounts, Margin lending facilities, Savings plans and deposit products, Life insurance, Managed investments, and Securities, derivatives and bonds.
Mr. Fry was previously employed as a Non-Executive Director by OTOC Ltd.
He holds a Bachelor of Commerce degree and was admitted as a Chartered Accountant in the Institute of Chartered Accountants in 1996.
Andrew Fry active positions
Companies | Position | Start |
---|---|---|
Entrust Wealth Management Pty Ltd.
Entrust Wealth Management Pty Ltd. Investment ManagersFinance Entrust Wealth Management Pty Ltd. (Entrust) is a wealth management firm headquartered in Perth, Australia. The firm was founded by Graeme Yukich in 2002 and they were acquired by Euroz Hartleys Group Ltd. (ASX: EZL) in 2015. Entrust provides wealth management services to their clients who consist of professionals across a wide range of industries, business owners, self-managed superannuation funds and large multi-generational families. | Portfolio Manager-Equities | 2002-12-31 |
Esplanade Property Fund
Esplanade Property Fund Investment Trusts/Mutual FundsMiscellaneous Esplanade Property Fund invests in unlisted property funds and syndicates, listed property funds, direct property ownership and select property development projects. It was established on September 1985 and is headquartered in Perth, Australia. | Corporate Officer/Principal | 2011-06-05 |
Former positions of Andrew Fry
Companies | Position | End |
---|---|---|
VERIS LIMITED | Director/Board Member | 2008-01-28 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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VERIS LIMITED | Technology Services |
Private companies | 2 |
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Esplanade Property Fund
Esplanade Property Fund Investment Trusts/Mutual FundsMiscellaneous Esplanade Property Fund invests in unlisted property funds and syndicates, listed property funds, direct property ownership and select property development projects. It was established on September 1985 and is headquartered in Perth, Australia. | Miscellaneous |
Entrust Wealth Management Pty Ltd.
Entrust Wealth Management Pty Ltd. Investment ManagersFinance Entrust Wealth Management Pty Ltd. (Entrust) is a wealth management firm headquartered in Perth, Australia. The firm was founded by Graeme Yukich in 2002 and they were acquired by Euroz Hartleys Group Ltd. (ASX: EZL) in 2015. Entrust provides wealth management services to their clients who consist of professionals across a wide range of industries, business owners, self-managed superannuation funds and large multi-generational families. | Finance |
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