Kenn MacMillan

Financial Product & Investment Strategy Advisor

Mr MacMillan has over 26 years of financial services experience, beginning in 1990 as a Client Advisor at JB Were & Son and then Merrill Lynch in 1998. He was promoted to head Merrill Lynch’s Australian Private Client business in 2000 where he was responsible for managing the entire business including the national team of Client Advisors.

Mr MacMillan joined UBS Wealth Management in 2004 as head of its Sydney office and was promoted to Managing Director in 2007. In January 2013 he joined Quantum as head of Qsmart Securities Pty Ltd. Kenn is also a non-executive director of Range International Ltd.

Kenn has significant experience managing and advising clients in all asset classes, particularly domestic and international equities and domestic and international fixed income. His extensive corporate experience provides IPO Wealth, M12 Global and the Mayfair 101 group of companies with further industry expertise in developing world-class investment products that cater to the expectations of savvy investors.

Kenn holds a Bachelor of Economics, is RG146 registered and is an Accredited Derivatives Advisor (Levels 1 and 2).

Advisory Board Members

The following esteemed individuals comprise IPO Wealth’s Advisory Board.

*The IPO Wealth Fund (Fund) is a managed investment scheme, available to wholesale investors only, and not available to retail investors. Vasco Investment Managers Ltd (ACN 138 715 009, AFSL 344486) (Vasco) is the trustee of the Fund, and IPO Wealth Pty Ltd (ACN 617 039 255, AFSL Auth. Rep. No. 001 253 092) (IPO Wealth) is the investment manager of the Fund. IPO Wealth Pty Ltd is a Corporate Authorised Representative of D H Flinders Pty Ltd for the purposes of providing general advice relating to the IPO Wealth Fund only, and in no other capacity. IPO Wealth Pty Ltd is a wholly owned subsidiary of Mayfair 101. None of Vasco, IPO Wealth, nor D H Flinders Pty Ltd (ACN 149 601 596, AFSL 353001) guarantees any income or capital return from the Fund. Investments in the Fund are investments for a fixed period of time, in return for Fund units relating to period of investment, targeted return and targeted distribution timing. Target returns are intended maximum returns only, based on expected underlying investment performance, and are not guaranteed. The Fund lends monies to companies related to the investment manager, to fund private equity transactions. An investment in the Fund is not a bank deposit and is subject to a greater risk than cash investment products, including loss of income and part or all of the capital invested. You should consider this information, the Fund’s Information Memorandum (IM), and seek your own independent financial advice before investing in the Fund. IPO Wealth provides only general advice which does not consider an individual investor’s objectives, financial situation or needs.