Scott A J MacDonald is the Managing Director of a Sydney based consulting firm, where for the past 3 plus decades he has devoted over 90 percent of his professional time to the practice of investment management, risk management and finance.
He has extensive experience in governance and cross border compliance and as a chief investment officer. Scott has deep knowledge as a Responsible Manager of AFSL (Australian Financial Services Licenses) and has been licensed since 1987 and is currently a ‘key person’ on an AFSL. His recent activities include corporate advisory and monetization of AFSL working with legal counsel, regulators and owners of AFSL. In addition, he has been involved in two joint ventures around wealth management and education into China and has presented and written extensively on matters of wealth management, global investment management and the impact on investors of the rapidly changing regulatory environment. This knowledge is based partly on his experience working with Australian, European and USA asset consultants, fund managers and with a USA family office and global hedge fund (structured products) business which he went on to establish in Australia.
Scott is a frequent speaker at conferences and finance events and serves both on a private family office Advisory Committee in Sydney and Boston based Capital Hedge/FINTRX global advisory board and consults to The World Economic Journal, London. He is a co- Founder and Chairman of the not for profit International Family Office Association Ltd, China and Sydney. He lives in Sydney, is interested in sailing, swimming, golf, tennis, horse racing international economics and he is potentially available for CIO; NED, investment committee or AFSL governance roles.
Education, Licenses & Credentials
ASIC (Australian Securities and Investment Commission) Responsible Manager/ Key Person (Trustee) – Australian Financial Services Licence – AFSL – No: 444079
New South Wales, Department of Justice (State Governor endorsed) Justice of the Peace – No: 221890.
NSW Property Stock and Business Agents Act 2002 – Strata Management and Real estate Agent – Licence No: 20171325
Bachelor of Business, (Banking and Finance), Monash University, 1991
Master of Commerce, (Economic History), University of NSW, 1995
Master of Arts, (International Relations), University of NSW, 1996
The Oxford Advanced Management Programme, Said Business School, Oxford University, 2008
Association of Superannuation Funds of Australia – AIF., Accredited Investment Fiduciary, 2009
National Certificate IV., Risk and Compliance Management, Governance Risk Compliance Institute, 2016
NSW Certificate IV’s., in Property Services (Real Estate) and (Operations), Australian College of Professionals, 2017
Scott was a founding member of CFA Institute in Sydney 1996 and a member from 1993 some 15yrs. Scott was also a member of the Investment Management Consultants Association (IMCA) for more than 10 years and since 2009 an ASFA – AIF; Accredited Investment Fiduciary. In addition Scott was a member of The Governance Risk Compliance Institute of Australia and is an Affiliate Member of Global Association of Risk Professionals (GARP) www.garp.org.