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Hulya Ozmen

Portfolio Services Account Manager

Hulya originally joined Evans and Partners in 2016 as Senior Operations Officer, before moving on to the Portfolio Service team in 2017 as Portfolio Services Account Manager, where she provides portfolio administration and reporting services.

With more than 25 years’ experience in the financial services industry, Hulya has extensive operational knowledge across private and institutional settlements and client services. Prior to joining Evans and Partners, Hulya worked for Morgan Stanley Wealth Management as a Senior Client Services Associate, and at Bell Potter Securities as Manager of Client Services and Sponsorship. She has also previously held roles with Intersuisse Pty Ltd (now Phillip Capital), Citigroup Global Markets and JB Were & Son.

She is RG146 accredited and has completed the MFAA Compliance Certificate and Certificate IV in Financial Services.

 

P: +61 3 9938 4118
E: hozmen@eandp.com.au