Phoebe joined Evans and Partners in 2008 in the Private Wealth Management team as an associate adviser. Since then she has been involved in many varied roles within the department, including servicing and maintaining advisers’ client bases, assisting with training and development of new staff and running the corporate action, initial public offering book-build process for the team.
She has worked in the finance industry since 2000, starting in the Audit department at JBWere whilst completing her university studies, and then working in the Client Services and Margin Lending division. After spending three years working in London, she returned to Australia to work at Macquarie Bank as a senior account manager in their Margin Lending department.
She is currently working with David Wansbrough, Stuart Campbell, Ben Banting and Steven Bird, assisting with their client base.
Phoebe has completed a Bachelor of Commerce and Bachelor of Arts, majoring in Marketing, from the University of Melbourne.