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Millie O'Brien

Investment Adviser - PWM

Millie joined Evans and Partners in 2017, working with the Private Wealth Management team in Melbourne before relocating to Sydney in 2019. 
 
In her role as investment adviser, Millie works with individuals and family groups to build and protect their wealth in line with their investment goals. Her approach to portfolio construction focusses on asset allocation and risk management through diversification across traditional and alternative asset classes.  
 
Before joining Evans and Partners, Millie worked at the Bongiorno Group in a client relationship role, where she gained a holistic knowledge of the financial services industry.
 
She holds a Bachelor of Political, Economic and Social Sciences from the University of Sydney, has completed her Diploma of Financial Services and RG 146 accreditation, and has an Accredited Derivatives Adviser Level I qualification.

P: +61 2 8070 6659