Experience

Elixir Consulting | Business Coaches

• Australia
• Financial Services
• 1 - 100 Employee

• Managing Director

  • 2007 - Present

  Established Elixir Consulting in 2007 to provide independent business coaching services to financial advisers and multi-disciplinary financial services firms. Now a National business with 4 Consultants, Elixir has a strong brand, recognised Australia-wide as a trusted independent firm of professionals who motivate and support financial advisers to excel in business and client service. I've personally written two books, 'Pricing Advice' and 'Worth Paying For', and co-authored five editions of… Show more Established Elixir Consulting in 2007 to provide independent business coaching services to financial advisers and multi-disciplinary financial services firms. Now a National business with 4 Consultants, Elixir has a strong brand, recognised Australia-wide as a trusted independent firm of professionals who motivate and support financial advisers to excel in business and client service. I've personally written two books, 'Pricing Advice' and 'Worth Paying For', and co-authored five editions of our Adviser Pricing Models Research. Elixir is trusted by IFA's and institutions to deliver adviser-focused support through keynote speaking, practice management software solutions, consulting and business coaching services. Show less Established Elixir Consulting in 2007 to provide independent business coaching services to financial advisers and multi-disciplinary financial services firms. Now a National business with 4 Consultants, Elixir has a strong brand, recognised Australia-wide as a trusted independent firm of professionals who motivate and support financial advisers to excel in business and client service. I've personally written two books, 'Pricing Advice' and 'Worth Paying For', and co-authored five editions of… Show more Established Elixir Consulting in 2007 to provide independent business coaching services to financial advisers and multi-disciplinary financial services firms. Now a National business with 4 Consultants, Elixir has a strong brand, recognised Australia-wide as a trusted independent firm of professionals who motivate and support financial advisers to excel in business and client service. I've personally written two books, 'Pricing Advice' and 'Worth Paying For', and co-authored five editions of our Adviser Pricing Models Research. Elixir is trusted by IFA's and institutions to deliver adviser-focused support through keynote speaking, practice management software solutions, consulting and business coaching services. Show less



Lumiant

• Australia
• Financial Services
• 1 - 100 Employee

• Non Executive Director

  • Nov 2020 - Present

  Finally, an integrated technology tool and ethos that empowers financial advisers to help their clients live their best life through delivering true values and goals-based advice. I just had to say yes to being part of this movement, by joining the Board and contributing strategic advice to this exciting tech start-up that's elevating financial advice. Finally, an integrated technology tool and ethos that empowers financial advisers to help their clients live their best life through delivering true values and goals-based advice. I just had to say yes to being part of this movement, by joining the Board and contributing strategic advice to this exciting tech start-up that's elevating financial advice.



Flowspace co-working

• Australia
• Executive Offices
• 1 - 100 Employee

• Founder and CEO

  • Jun 2017 - Present

  Flowspace is a co-working hub situated in North Beach, WA. Located one street back from the beach, our members enjoy an open plan workspace with access to state-of-the-art Meeting and Boardroom facilities, an inclusive community of like-minded business people and love having a workspace away from the ratrace. www.flowspace.com.au Flowspace is a co-working hub situated in North Beach, WA. Located one street back from the beach, our members enjoy an open plan workspace with access to state-of-the-art Meeting and Boardroom facilities, an inclusive community of like-minded business people and love having a workspace away from the ratrace. www.flowspace.com.au



Juice Console at Elixir Consulting

• Australia

• Founder, Juice Console

  • Jul 2014 - Dec 2018

  In 2014, I launched the Juice Console through Elixir Consulting. Juice empowers business owners, PDM's, coaches and consultants to supercharge their business planning, by combining old school sales management with todays’ habits of gamification and use of technology, in order to help businesses to achieve more of what they want. In 2014, I launched the Juice Console through Elixir Consulting. Juice empowers business owners, PDM's, coaches and consultants to supercharge their business planning, by combining old school sales management with todays’ habits of gamification and use of technology, in order to help businesses to achieve more of what they want.



Financial Advice Association Australia (FAAA)

• Australia
• Financial Services
• 1 - 100 Employee

• Chairperson of the WA Chapter

  • Nov 2008 - Nov 2012

  Having gained so much from our profession I wanted to give back, by participating in the FPA. Our brilliant committee revitalised the local chapter and now host regular functions with quality speakers, content and thought leadership for our West Australian members. Having gained so much from our profession I wanted to give back, by participating in the FPA. Our brilliant committee revitalised the local chapter and now host regular functions with quality speakers, content and thought leadership for our West Australian members.



Epic Adviser Services/Sentry Group

• Practice Development/State Manager

  • Aug 2006 - Oct 2007

  Headed up Practice Development to support member firms of the licensee. Headed up Practice Development to support member firms of the licensee.



Prosperity Advisers Group

• Australia
• Financial Services
• 100 - 200 Employee

• Manager, Sydney office

  • Nov 2004 - Nov 2005

  Managed the Financial Planning, Corporate Super and Accounting teams in the Sydney office for Prosperity. Managed the Financial Planning, Corporate Super and Accounting teams in the Sydney office for Prosperity.



Bridges Financial Services

• Financial Services
• 100 - 200 Employee

• Practice Development Manager

  • Feb 2003 - Oct 2004

  Provided Practice Development support to Bridges advice businesses in Sydney, Queensland and Perth. Provided Practice Development support to Bridges advice businesses in Sydney, Queensland and Perth.



Challenger Limited

• Australia
• Financial Services
• 700 & Above Employee

• National Manager, Adviser Business Development

  • Mar 2001 - Feb 2003

  Commenced as a BDM for Challenger, then worked with stock brokers aiming to become financial planners in Challenger First Pacific. Commenced as a BDM for Challenger, then worked with stock brokers aiming to become financial planners in Challenger First Pacific.



Bankwest

• Australia
• Financial Services
• 700 & Above Employee

• Mobile Banking Manager

  • 1998 - 2001

  Sold Home Loans. Sold Home Loans.