Jason Winderbaum
Australia
Jason was a founding team member of Sanlam’s managed risk strategies in Australia, which commenced in 2011.
Prior to joining Sanlam, Jason commenced his career as a Chartered Accountant with Ernst & Young, before moving onto roles within ultra-high net worth family offices at two of Australia’s richest families – the Packer’s & the Lowy’s. Jason also spent 4 years working as the General Manager of a highly respected private client advice business and has a well-developed understanding of advisers and the Australian financial services landscape.
Jason has earned an Advanced Diploma in Business Administration, a Bachelor’s of Accounting, including being a registered Chartered Accountant. Lastly, he has a Master’s in Applied Finance with a triple major in Investment Management, Wealth Management & Corporate Finance, which saw him achieve the joint-top mark in Australia for Investment Management.