Experience

Loan Market Group

• Australia
• Financial Services
• 1 - 100 Employee

• Executive, Platform Transformation

  • May 2021 - Present

• Executive, Performance & Operations

  • Mar 2021 - May 2021



NAB

• Australia
• Banking
• 700 & Above Employee

• Executive, Performance & Operations

  • May 2019 - Mar 2021

  Effectively operating as the COO of the NAB owned PLAN Australia, FAST & Choice aggregation businesses with responsibility for all operations (including commissions, on/off boarding and lender accreditations), Marketing (including change, comms & events), Australian Credit Licence Management, Regulatory change management resposponse, Business Management/Information Reporting & Sales Effectiveness (Coaching), Technology Platform (Podium), Management of PMO (including funding allocation), Operational Risk Management.



FAST Group

• Australia
• Financial Services
• 1 - 100 Employee

• Southern Regional Manager

  • Aug 2013 - May 2019

  Finance and Systems Technology Pty Ltd (FAST) is a market leading aggregator in the mortgage broking industry specialising in Residential, Commercial and Asset Finance. Supporting experienced and well established mortgage brokers, who know exactly what they need to manage a professional and diversified business. Finance and Systems Technology Pty Ltd (FAST) is a market leading aggregator in the mortgage broking industry specialising in Residential, Commercial and Asset Finance. Supporting experienced and well established mortgage brokers, who know exactly what they need to manage a professional and diversified business.



NAB

• Australia
• Banking
• 700 & Above Employee

• Head of Channel Support

  • Apr 2011 - Aug 2013

  This role is primarily responsible for driving sales opportunities into the retail network along with the planning, communicating and facilitating strategy and operational tasks across the Retail network relative to out-of-Store Channels for NAB Retail. This requires leading the design, development & implementation of a strategy that grows the business in innovative, non-traditional ways through our “out-of-store channels” including Kiosks, Mobile Bankers, Workplace Banking, Defence Home Loans, Alliances and Introducers.

• Head of Acquisition & Alliances

  • Jan 2009 - Apr 2011

  This role is responsible for the design & implementation of a strategy for introducing new to nab home lending customers through a variety of different channels and then fulfilling those opportunities.This included included taking the mobile lending channel out of the state based structure and into a clearly defined national, specialised distribution business. Thereby increasing its prominence with increased visibility and a national leadership structure. Along with responsibility for the nab’s introducer (mortgage referrer) and alliance programs (at an enterprise level).



ScopeCo Group of Companies

• Director

  • Sep 2005 - Dec 2008

  ScopeCo was officially formed in 2005 evolving from a mortgage broking business that was originally established in 1999. ScopeCo set out to be a fully integrated financial services business, offering a full range of services to clients that traditionally did not have access to such a wide range of professional advisers. To achieve this, and build on the established mortgage broking base, ScopeCo acquired a conveyancing business, an accounting practice and a wealth management practice. As a result of the acquisitions ScopeCo had multiple offices in Melbourne offering the full range of financial services to its clients



GR Finance Limited

• General Manager

  • Mar 2004 - Sep 2005

  GR Finance Limited is a boutique manager of a debenture product, raising funds from the public via a prospectus for on-lending to borrowers. GR Finance has been operating since 2000 but only went to the market with their prospectus in late 2003. GR Finance Limited is a boutique manager of a debenture product, raising funds from the public via a prospectus for on-lending to borrowers. GR Finance has been operating since 2000 but only went to the market with their prospectus in late 2003.



MLC Australia

• Australia
• Financial Services
• 400 - 500 Employee

• State Dealership Manager

  • Apr 2002 - Mar 2004



NAB

• Australia
• Banking
• 700 & Above Employee

• Area Manager

  • Jan 2000 - Apr 2002

  Area Manager for NAB retail’s Bayside area and inaugural Area Manager for NAB Mobile Mortgage Managers for Melbourne Southern Region

• Senior Business Banking Manager

  • Jan 1993 - Dec 1999