Founder & Director

Angela co-founded Evergreen Consultants in early 2016 and has 25 years experience in investment markets. She has held senior investment roles at QIC, and was Head of Ratings at van Eyk Research and General Manager - Managed Funds Research at IWL Ltd (CommSec). She has contributed to the industry through serving on a number of committees including Hedge Funds Rock, and was a Board Member of IMCA for 9 years. Angela has also assisted in the development and delivery of course content for a number of DFP subjects through Kaplan.

Angela holds a Bachelor of Science, Bachelor of Economics, Graduate Diploma of Applied Finance and Investment and Masters of Commerce (Finance). She is a Fellow of FINSIA, a member of the Economics Society and has completed the CIMA qualification.

Consultant

Daniel has provided focused advice to many investors, and to their advisors, concerning all asset types including fixed income, listed and unlisted equities, private equity, venture capital and derivatives.

In addition, he has provided retail financial research and presented to retail financial advisors at professional development conferences.

He is a successful, results-oriented, values-driven, strong executive leader specialising in organisational structure; investment strategy; asset management; combining real asset with listed investments.

During his professional career, at a senior corporate level, he has exercised strong investment acumen based on thorough industry knowledge and solid relationships.

Consultant

Mark brings over 30 years’ experience in real estate in the professional disciplines of valuation and property funds management as well as development management, project management, performance benchmarking, research and advisory. For seven years, Mark was the Director in charge of Research and Ratings at Australia’s largest independent real estate ratings house, Property Investment Research. Mark has written and lectured post graduate courses in property development and markets and contributed to Boards and Committees across the Royal Institution of Chartered Surveyors, Australian Property Institute and Property Funds Association. Mark also acts as Responsible Manager on a Sydney-based non-bank lender’s Financial Services Licence.

Director

A highly experienced financial services industry executive, Michael has joined Evergreen as an Executive Director and partner in the business. Michael has grown businesses across Asia-Pacific from start-ups to the Australian operations of multinationals. His industry experience spans funds management, financial advice and superannuation. In his role at Evergreen, Michael’s responsibilities include operations, sales and marketing.

Strategic Patnerships Manager

Lia has over 20 years' experience in Financial Services. She has held Research and Key Account Management roles for firms such as Bankers Trust, Aviva, Becton Property Group, Legg Mason Global Asset Management and Nikko Asset Management. She has worked closely with financial advisers, family offices and HNW clients. More recently in her role at AMP she managed the commercial relationship between the AMP Licensees and the product providers. She also has 4 years corporate fund-raising experience in the not-for-profit sector working with organisations such as Rio Tinto and Wesfarmers on their corporate sustainability programs.

Lia holds a Bachelor of Economics/Bachelor Asian Studies (Japanese) and a Masters in International Relations.

Marketing Manager

Sarah has over 15 years' experience working in financial services, primarily in the funds management, banking, insurance and IT industries. Throughout that time she has held various roles including project manager, marketing manager, event manager, publisher and product manager. Sarah began working for funds management research house van Eyk Research and has since worked with other well established brands including BT, Fidelity International, CommInsure and Colonial First State, with experience gained across all facets of branding and marketing.

Sarah holds a Bachelor of Business (Marketing) and is currently undertaking a Master of Business Administration (Business Law and Strategic Management).