ABOUT US

WHO WE ARE

Evolutionary Portfolio Services helps financial planning practices, dealer groups and wholesales investors have a more Evolutionary investment management solution. We understand that your business and clients have specific needs and therefore need a tailored approach. That is why we don’t prescribe our philosophy - instead we work with yours. You know your clients and their goals so we work with you to tailor a suitable solution.

We provide consulting services to allow you  to ensure your business and your clients successfully evolve. While we are Sydney based and our registered office is in Melbourne, we can help you regardless of location.

OUR TEAM

Paul Saliba - Founder & Managing Director
Paul is an investment specialist having joined the industry in the late 1990s with roles including Supervisory Analyst roles with Citigroup and Credit Suisse and within ANZ Asset Management.

Paul has also worked closely with financial planning practices and planners and their clients since 2008, Paul has worked in roles, such as, Chief Investment Officer of Lachlan Partners, Portfolio Manager at Mosaic Portfolio Advisers and Head of Equities & Portfolio Construction at IOOF. This broad experience means Paul understands that tailored solutions, rather than a cookie-cutter approach is required.

Paul has a Bachelor of Economics, a Graduate Diploma in Applied Finance & Investment and a Diploma in Financial Services (Financial Planning) and is a Fellow of the Financial Services Institute of Australia.