With over 15 years’ experience across the financial services industry, Walter brings a wealth of knowledge to the Trilogy team and plays a key role in nurturing relationships with Trilogy’s private clients and a network of financial advisers.
In the next 6 questions, get to know Walter from how he likes to spend his free time, what his role at Trilogy entails and the property market.
1. Tell us about your background in the industry and your experience to date?
Walter: Throughout my career journey I’ve developed over 15 years of experience working across various parts of the financial services industry including banking, building societies and lending, dealing with both financial advisers and clients. However, for the most part I’ve been working within large to boutique financial planning firms in managerial roles until landing my role at Trilogy.
2. What does your role at Trilogy involve and what would be your favourite part?
Walter: My official title at Trilogy is Private Client Manager but really my day to day role is as a Business Development Manager. My goal is to build long lasting relationships with both financial advisers, wholesale investors and educate them about Trilogy’s income focused investment opportunities.
If I had to pick a favourite part of my role, I’d have to say meeting new people along the way. Whether it’s in the office or out on the road, when I have an opportunity to speak with someone for the first time, that’s what motivates me most.
3. What is your favourite thing about the Trilogy Monthly Income Trust?
Walter: If I had to narrow it down, I would have to say our long track record of outperforming our peers and being able to confidently say we navigated the Global Financial Crisis (GFC). The return profile is also a fantastic talking point.
4. Property market chatter is currently almost unavoidable making it difficult for some investors to decipher what’s really happening. Walter, what is your current view on the market?
Walter: Even though both Sydney and Melbourne markets are correcting, I believe that this is a good thing in the long term as what we are experiencing in both of those markets is a soft landing which is far more desirable than the inevitable hard correction that may have occurred if both markets continued on their unsustainable growth trajectories.
5. How do you like to spend your free time?
Walter: I am most happy when I am with my family. So, my spare time is spent either taking my son to his baseball games over the weekend or going camping on any given weekend
6. If you had to pick one cuisine, which would it be?
Walter: I love food so I’d have to say, all of the above. But, given I am of Russian heritage I really enjoy anything out of the Baltic states and surrounds. This is obviously hard to do in Australia, so I would have to pick Japanese.
To chat with Walter or one of our Business Development Managers further, don’t hesitate to get in touch.
This article has been prepared by Trilogy Funds Management Limited (Trilogy) ABN 59 080 383 679 AFSL 261425 as responsible entity for the managed investment schemes mentioned in this article. Trilogy has issued a Product Disclosure Statement (PDS) for each of the managed investment schemes mentioned within this article. The PDSs are available at www.trilogyfunds.com.au or by contacting us. You should obtain a copy of the relevant PDS, understand the risks, and seek personal advice from a licensed Financial Adviser before investing. Investment in the Trust is subject to terms and conditions, and risks which are disclosed in the PDS. These risks include the risk of losing income or principal invested. Applications will only be accepted on the current application form that accompanies the PDS. These managed investment schemes are not bank deposits and Trilogy does not guarantee their performance.
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