Experience

MLC Asset Management

• Australia
• Investment Management
• 100 - 200 Employee

• State Sales Manager NSW & ACT

  • Nov 2021 - Present

  Sales and Marketing of the MLC Boutique and Alternatives capabilities working primarily with Adviser Practices in the Affluent and HNW segments. Ownership of state based Strategic Account and Retail Asset Consultant relationships

• Investment Specialist

  • Oct 2019 - Nov 2021



NAB Asset Management

• Sydney, Australia

• Business Development Manager

  • Jun 2019 - Oct 2019

  Sales and marketing executive with over 15 years experience in the Australian financial services market Sales and marketing executive with over 15 years experience in the Australian financial services market



Balmain Private

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Account Executive

  • Oct 2017 - Jun 2019

  Balmain Discrete Mortgage Income Trusts provide exclusive opportunities to invest in individual first mortgage loans backed by commercial property that offer a range of different risk, rewards and investment terms. Founded in 1979, Balmain concentrates on the commercial property debt sector, utilising the 35 years of experience accumulated by the Balmain Corporation. Balmain Private is designed to allow both direct investors and those that invest using the assistance of accountants or financial planners to participate in the diverse sources of income available from this substantial (est. $500 bn) asset class. Primarily recruited to establish and grow a business book for Balmain’s Discrete Mortgage Income Trust product, augmenting sales via strong working relationships underpinned by robust influencing and negotiation skills. Core responsibilities: Obtaining product approval at licensee level, identifying and leveraging new and existing opportunities. Obtaining investment research house rating. Attracting and retaining clients and other key stakeholders via informative and engaging sales approach. Promoting values of the product offering to financial advisers Licensees Aligning business development strategy and activity with individual KPIs as well as core business objectives. Show less



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Business Development Manager

  • Mar 2010 - Sep 2017

  A similar business development manager (BDM) role after AMP acquired AXA, although existing book of business was extended to additional product range involving new industry, partnerships panels and networks. Built and maintained strong working relationships with practices, advisers and new potential businesses. Ensured product offerings were top-of-mind among stakeholders, via updates, promotions and negotiations. Grew sales by identifying potential markets and opportunities, including upselling and evolved solutions. Minimised lapsed product renewal rates by re-emphasising benefits and keeping abreast of competition. Lead change management activity For Platform transformation, including resolving issues and addressing concerns among advisers. Reinvigorated business partnerships, selected as state-wide transformation manager during a significant platform migration, constructively resolving issues via an influential and proactive approach. Broadened brand growth & penetration opportunities, from managing a Young Guns program that exposed new advisers to product offerings, to assisting with rollout of AMP products/services, including Flexible Super across Charter, Jigsaw and ipac Licensees Provided industry expertise across various networks, participating in Charter panels, choosing speakers for conferences, assisting in adviser recruitment for practices, and helping licensees develop business plans. Show less



AXA Australia

• Sydney, Australia

• Business Development Manager

  • Jan 2002 - Mar 2010