Vice Chair

• Jul 2020 - Present

Treasurer

• Jun 2019 - Present

Board Member

• Jul 2020 - Present

Managing Director and Founder

• Sep 2012 - Present

A specialist business advisory firm that provides accounting, bookkeeping and tax services as well as business intelligence and systems design to help businesses simplify, grow and become more profitable. Financial Utilities primarily services the small to medium market in Australia (up to $10 million annual turnover). A specialist business advisory firm that provides accounting, bookkeeping and tax services as well as business intelligence and systems design to help businesses simplify, grow and become more profitable. Financial Utilities primarily services the small to medium market in Australia (up to $10 million annual turnover).

Principal

• Apr 2016 - Present

I’m a part-time CFO for the CFO Centre, the world’s number 1 provider of senior, high calibre part-time CFOs. Industry Experience: - Property - Accounting and finance - Engineering - Fund management - Private equity - Banking - Pharmaceutical - Retail - Not-for-profit Highlights: 1. An experienced executive and business manager with extensive commercial experience in leading teams to achieve business success. 2. A strategic leader driving operations across finance, investment, analytics, strategy, marketing and business development. 3. Accountable for multi-million dollar budgets and allocating resources to exceed profit goals. 4. Held senior management positions with some of the most successful listed and private companies in the United Kingdom ranging from property, fund management, private equity and banking. 5. Proven expertise in driving growth, efficiencies and productivity through strong communication skills as well as honest and open dialogue with internal and external stakeholders. Core competencies: - Investment analysis - Financial reporting & management - Strategy and KPI development - Financial planning & analysis - P&L ownership & management - Standardisation & automation - Project management - Investment management - Budgeting & forecasting management - Financial analysis & modelling - Acquisition due diligence - Debt & equity funding - Organisation re-engineering - Business restructuring - Merger & acquisition integration - Talent selection, development & retention

Partner and Fund Manager

• Mar 2013 - 2016

An integral partner within a private equity structure focusing on commercial investments as well as sustainable philanthropic initiatives with a global remit. An integral partner within a private equity structure focusing on commercial investments as well as sustainable philanthropic initiatives with a global remit.

Chief Financial Officer

• Aug 2014 - Jul 2015

I performed an extensive internal audit of the entire business, moved the head office function from Adelaide to Perth, restructured the business and operations, streamlined the processes, implemented proper controls and corporate governance as well as provided strategic direction for sustainable future growth. Key achievements included: - Business and process improvements and implementation of rigorous financial management resulting in clear and concise business protocols and practices enabling the business to formulate strategic plans and drive efficiencies. - Implemented cashflow management strategies to repay debts and increase working capital reserves to enable the business to grow effectively. Repaid $400k of tax debts within 6 months and accurately managed all debt obligations on a monthly basis. - Implemented new accounts receivable systems and protocols which reduced debt days significantly, reduced bad debts and improved cashflow. - Decommissioned loss making business segments and improved the net profit by $200k per annum. - Managed the business valuation process for the purposes of restructuring. - Sourced and secured debt funding for capital assets, debtor financing and vendor financing to facilitate the restructuring. - Performed an overall market analysis and risk assessment to focus the strategic planning process.

Managing Director

• Jun 2010 - Jun 2012

I provided financial modelling & analysis services, primarily to private equity businesses in London. I provided financial modelling & analysis services, primarily to private equity businesses in London.

Senior Business Analyst

• Aug 2010 - Apr 2011

I was a key member of a £15 million project for the implementation of a new risk management system across the entire global business in response to the UK financial regulator’s increased reporting and cash management requirements following the collapse of many banks. Key achievements included: - Designed technical specifications for the build of a quantitative risk management software model that tracked each banking product and area throughout the business to accurately forecast margins, cash requirements and profitability. - Designed standard management reporting templates for the entire global business for consolidation and reporting purposes. - Assisted the technical software developers in designing the financial inputs and outputs to ensure the financial reports were accurate and appropriate based on key parameters.

Investment Manager

• Sep 2008 - Jun 2010

Europa Capital is a pan-European real estate investment management business (private equity) with over €5 billion worth of investments throughout Europe. I managed the opportunistic investments and developments in the Emerging Europe Fund worth £450m (with remit in Romania, Ukraine, Bulgaria, Turkey and the Balkans) working in a team of 4 (CEO, Acquisition Director and Analyst). The assets included industrial, commercial and retail property. Key achievements included: - Overall responsibility for the day-to-day management and performance of the Fund investments and reporting requirements. - Consistently achieved targeted returns on the fund investments despite challenging financial, political and cultural circumstances. - Secured debt and equity funding for numerous investments and developments to achieve the targeted fund returns.

Project Manager

• Jun 2007 - Aug 2008

Dawnay Day Carpathian was a listed property fund with approximately £800m of property under management with a further development pipeline worth £350m concentrated in Central and Eastern Europe. I managed the land acquisitions and subsequent developments in Romania and managed the existing investments and their re-development in Hungary. The properties primarily consisted of shopping centres as well as some hotels, office and commercial. Key achievements included: - Managed the acquisition of 3 development sites in Romania worth £50m including the due diligence, legal and financial structuring. - Prepared detailed appraisals and project management plans for the development of 4 shopping centres in Romania with an aggregate investment of £300m then successfully achieved planning for all sites. - Set up offices in Bucharest, Romania then hired and trained all staff to run the operations locally. - Secured debt financing for the first development in Romania, negotiated contractual terms with the main contractor and managed the development.

Development Analyst

• Oct 2005 - May 2007

Westfield, an Australian company, is the largest retail property group in the world with shopping centres throughout the world. I was part of the development team, managing the redevelopment of their largest global shopping centre at the time, the Merry Hill centre in the Midlands, UK. Key achievements included: - Singularly prepared the valuation and IRR calculations for the sale of 50% of the Merry Hill centre in 2006, breaking the record for the largest UK property disposal at £1.048bn. - Restructured 66 different titles on the Merry Hill site into 7 limited partnership for the disposal. - Prepared viabilities for 2 major developments, obtained full Board approval and successfully managed the developments to completion with positive variances to budget.

Senior Financial Analyst

• Mar 2005 - Sep 2005

My assignment was to assist with a European IT centralisation restructure spanning 42 countries. Key achievements included: - Modelled the business processes and workflows to design the new structure including setting up new business units, reporting lines and a responsibility framework. - Designed and implemented standard reporting templates, models and procedures, guided the regions in adhering to their financial commitments and oversaw the overall financial performance. - Prepared and managed monthly detailed performance tracking reports, forecasts and budgets for senior management reporting. - Worked with the project managers to achieve the project timelines and financial targets.

Business Analyst

• Sep 2003 - Feb 2005

I designed and implementing new reporting models and procedures for tracking business performance and overseeing overall financial performance. I designed and implementing new reporting models and procedures for tracking business performance and overseeing overall financial performance.

Property Accountant

• Feb 2003 - Sep 2003

I was solely responsible for the monthly management of the rent, service charges and operating costs of approximately 600 retail stores across the UK and Ireland. I was solely responsible for the monthly management of the rent, service charges and operating costs of approximately 600 retail stores across the UK and Ireland.

Accountant and tax specialist

• May 2000 - Nov 2002

I commenced working at KPMG as a graduate in the consultancy division, advising a broad range of large clients on tax and indirect taxation matters. In addition, I was also involved in preparing tax and GST/VAT returns for a select number of clients. I was also fortunate to work in the Middle Market Advisory team working on range of consultancy and compliance assignments. I prepared statutory financial statements for clients in different industry sectors and performed several statutory and agreed upon procedures audits.