Experience

Loan Market Group

• Australia
• Financial Services
• 1 - 100 Employee

• Head of Broker Regulation & Policy

  • Sep 2022 - Present

• Senior Consultant, Governance and Regulation

  • Mar 2021 - Aug 2022

  Deliver, shape and oversee change initiatives across aggregation businesses to ensure regulatory obligations are met.



NAB

• Australia
• Banking
• 700 & Above Employee

• Senior Consultant, Governance & Regulation - Aggregation Partnerships

  • Sep 2020 - Mar 2021

  Deliver, shape and oversee change initiatives across aggregation businesses to ensure regulatory obligations are met.

• Manager, Direct Consumer Retention - Leader of Leaders | National | Customer Experience

  • May 2019 - Aug 2020

• Manager Broker Relationships - Leadership | Stakeholder Management | Banking | Coach | Operations

  • Aug 2015 - May 2019

  Drive sales results through individuals and teams, meeting target of $3b per annum, balanced with managing risk and operational requirements.

• Head of Regulatory Response, Broker - Strategy | Regulation | Third Party Distribution

  • May 2016 - Mar 2017

  Led NAB's response to the ASIC Broker Remuneration Review, co-ordinating across multiple business units and various internal stakeholders to ensure accurate and timely submissions.Used insights from the submission to drive strategic identification and recommendation of priority initiatives for the broker channel.



FAST Group

• Australia
• Financial Services
• 1 - 100 Employee

• Partnership Manager - Business Coaching | Relationship Management | Strategic Advice

  • Oct 2013 - Jul 2015

  Focussed on a portfolio of over 100 mortgage broking small businesses, providing needs-based coaching, business development and strategic advice to help their businesses grow and prosper. Focussed on a portfolio of over 100 mortgage broking small businesses, providing needs-based coaching, business development and strategic advice to help their businesses grow and prosper.



Advantedge Financial Services

• Financial Services
• 1 - 100 Employee

• Business Development Manager - B2B Sales | Whitelabel Mortgages | Training and Collaboration

  • Feb 2010 - Sep 2013

  Increased market share of white-label mortgages sold through the third party distribution channel of key aggregator partners PLAN Australia, Choice Aggregation Services and FAST.Winner of the Australian Mortgage Awards Best Non-Bank Lender BDM and Australian BDM of the Year, 2012.

• Business Development Manager - Stakeholder Management | Negotiation | Communication

  • Mar 2007 - Jan 2010

  Focussed on wholesale mortgage distribution through a network of mortgage managers. Provided business coaching and training, marketing support, process improvement and diversification opportunities to help these small business prosper before, as well as after, the occurrence of the GFC and in the face of market forces that led consumers to prefer major bank lenders.



HLP Mortgage Co

• Business Development Manager and Senior Business Development Manager - Coach | B2B Sales | Mortgages

  • Jan 2004 - Jan 2007

  Drive understanding and influence sales of specialist lending products from NSW-based mortgage brokers. Drive understanding and influence sales of specialist lending products from NSW-based mortgage brokers.



UPS

• United States
• Truck Transportation
• 700 & Above Employee

• Relationship Marketing, Account Executive - Communications Specialist | Branding | Campaign Design

  • Aug 1990 - Jun 2001