Experience

Horizon Business Plans

• Australia
• Business Consulting and Services
• 1 - 100 Employee

• Founder | Horizon Business Plans | Business Plan Writer

  • Dec 2018 - Present

  I help environmental and sustainable businesses write professional business plans to help them start or fund their business. I help environmental and sustainable businesses write professional business plans to help them start or fund their business.



The Xfactor Collective

• Australia
• Civic and Social Organizations
• 1 - 100 Employee

• Specialist Consultant Member | Business Plan Writer

  • Feb 2021 - Present

  I'm pleased to be joining as a specialist business member of The Xfactor Collective, a growing network of values-led and experienced specialist consultants across every discipline, with deep expertise in the social and environmental impact sector. I'm pleased to be joining as a specialist business member of The Xfactor Collective, a growing network of values-led and experienced specialist consultants across every discipline, with deep expertise in the social and environmental impact sector.



GivrWay

• Australia
• Financial Services

• Advisory Board Member

  • Oct 2020 - Present

  I am pleased to have accepted an Honorary Advisory Board role with a fantastic new #Fintech startup called Givrway. Givrway is a QR code enabled digital donation & payments platform for the cashless economy. Co-founded in 2019 by former ANZ banker Adam Waites and Social Innovator & Entrepreneur Geoff Gourley, the GivrWay story is rooted in banking where we helped make the cashless economy a reality. As the technology advanced we started using cards more and more – happily tapping away, first with cards, and then with digital wallets.The GivrWay platform enables Covid-safe, low friction transactions to occur where a Givr simply scans a unique QR code with their mobile device camera, verify who they are giving to, and make a donation or payment of their choice. Simply Scan. Verify. Give.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Senior Manager - Merchant Services Pricing

  • Dec 2016 - Jan 2020

  Highlights:• Introduced simplified pricing: Designed and implemented new simpler pricing strategy for merchant customers.• Major project delivery: Subject matter expert to guide a project team through major new surcharging regulation.• People management: Managed small team to deliver on several key initiatives.

• Product Manager - Commercial Cards

  • Apr 2013 - Nov 2016

  Highlights:• Launched new product: Developed strategy for and implemented a new Canstar award-winning credit card product.• Managed pricing strategy: Formulated strategies, completed competitor analysis, implemented changes and monitored success.• Ran marketing campaigns: Delivered several marketing campaigns focused on new acquisitions and portfolio management.• Day to day product management: Managed financial success and end-to-end value chain for product.

• Sales Manager - Small Business Banking

  • Oct 2011 - Mar 2013

  Highlights:• Rookie of the Year: Top 10 in sales within in 1st year of role• Relationship management: Managed banking relationship for 100 commercial customers• Developed credit skills: Submitted loans in the <$1m commercial lending segment

• Portfolio Manager - Commercial Deposits and Lending

  • Mar 2010 - Sep 2011

  Highlights:• Launched new commercial leads platform: Implemented new event based marketing platform to assist sales staff with managing customer leads.• Managed customer life-cycle: Developed strategies for managing customers across the engagement life-cycle, from onboarding to early months on book to x-sell/u-sell to retention.• Core banking product knowledge : Developed good understanding of how ANZ's deposit and lending products work.

• Product Analyst - Esanda

  • Jan 2008 - Feb 2010

  Highlights:• Implemented new products: Worked as business analyst to launch two new insurance products to market.• Coordinated training: Ran training and engagement programs with sales staff.• Graduate Program: Completed the 18 month ANZ Graduate Program, developing key skills and netwoks in the process.