Jon Sheridan

Jonathan Sheridan

A chartered accountant, Jon has been working in investment markets for over 15 years, mainly for global investment banks. Before joining FIIG, he had a short stint as a stay-at-home Dad. Most recently, he was a private banker at Credit Suisse, advising individuals and families on multi asset class investment strategies and opportunities. Jon joined FIIG in 2013, and now specialises in fixed income for private clients and leads that side of the business. 

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BBSW - what is it and how is it used

The Bank Bill Swap Rate, commonly known as BBSW, is the most common measure of short-dated interest rates in Australia. Strictly speaking, it is the rate at which Australia’s prime banks borrow money for short periods, like three months or six months. BBSW is normally near, but just above, the RBA cash rate.

The Benefits of a Portfolio Review

FIIG’s Investment Strategy Team conduct a yearly Portfolio Review in addition to the ongoing consideration and assessments carried out by the Relationship Manager across the year.

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