Profile
Mr. Jake Jodlowski is the General Manager and Head of Investment.
He has been directly involved with the investment management industry since 1992 both in the UK and Australia and has been with SMF and United since 1995.
Mr. Jodlowski started his career with a major firm of chartered accountants in London, moving from audit to specialising in taxation and then onto managing investment trust funds.
He joined SMF Funds Management Ltd as Investment Manager and was promoted to the position of Associate Director on the acquisition of United Funds Management Ltd and the successful transfer of the funds management operation from SMF to United.
Mr. Jodlowski holds a Bachelor of Business degree, is a qualified accountant (ACCA), Diploma in Financial Markets, Graduate Diploma and Masters in Applied Finance and Investments and is an Associate of the Securities Institute of Australia (ASIA).
Jake Jodlowski active positions
| Companies | Position | Start |
|---|---|---|
Australian Wealth Management Ltd.
 Australian Wealth Management Ltd. Investment ManagersFinance Australian Wealth Management Ltd. provides wealth management services. It provides financial planning services, including stockbroking, investment, superannuation, and trustee products and services for investors and employers. The company was founded in July 2003 and is headquartered in Sydney, Australia. | Chief Investment Officer | 2009-07-16 |
Former positions of Jake Jodlowski
| Companies | Position | End |
|---|---|---|
United Funds Management Ltd.
 United Funds Management Ltd. Investment ManagersFinance United Funds Management Ltd. (United) is the fund management subsidiary of Australian Wealth Management Ltd., which in turn is part of IOOF Holdings Ltd. (SY: IFL), a leading provider of wealth management products and services in Australia. Established in 1993, the firm is based in Melbourne and provides investors with access to a range of 'blended' portfolios of leading fund managers in each asset class including sector specific funds and a selection of diversified funds. They also offer institutional managed investments across all major asset classes. | Chief Investment Officer | - |
Experiences
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Linked companies
| Private companies | 2 |
|---|---|
United Funds Management Ltd.
United Funds Management Ltd. Investment ManagersFinance United Funds Management Ltd. (United) is the fund management subsidiary of Australian Wealth Management Ltd., which in turn is part of IOOF Holdings Ltd. (SY: IFL), a leading provider of wealth management products and services in Australia. Established in 1993, the firm is based in Melbourne and provides investors with access to a range of 'blended' portfolios of leading fund managers in each asset class including sector specific funds and a selection of diversified funds. They also offer institutional managed investments across all major asset classes. | Finance |
Australian Wealth Management Ltd.
Australian Wealth Management Ltd. Investment ManagersFinance Australian Wealth Management Ltd. provides wealth management services. It provides financial planning services, including stockbroking, investment, superannuation, and trustee products and services for investors and employers. The company was founded in July 2003 and is headquartered in Sydney, Australia. | Finance |
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