Director, Family Office

• Apr 2022 - Present

Senior Manager, Family Office

• Aug 2019 - Apr 2022

Mutual Trust is a multi-family office providing integrated financial services to successful families, individuals, businesses and philanthropists. We simplify financial affairs; protecting and growing wealth through personalised service and expert advice.Our service offering is built on a protocol of deep integration between disciplines. Core areas of expertise include:- Intergenerational Planning- Investment management- Family Strategy, Governance, Education & Leadership- Private Wealth Management- Tax & Accounting - Next generation engagement - Philanthropy Show less

Manager, Advisory

• Oct 2018 - Aug 2019

Working within the Deloitte Private team I was responsible for building the finance function advisory business across three Australian Markets: South Australia, Northern Territory and Tasmania. The focus was to help our clients develop and operate an efficient, effective and fit-for-purpose finance function that is better positioned to support strategy execution and value generation. Skills and capabilities are leveraged under the following core areas: - Finance Function Diagnostic Assessments - Finance Operating Model Design - Process Improvement - Month End Close Optimisation/Fast Close - Financial Policies and Procedures Design and Development - Capability Acceleration - Management and Executive Information - Talent & Organisation - Technology Solutions Show less

Senior Associate, CFO Advisory

• Nov 2015 - Aug 2018

I provide senior finance level services and process improvement consulting services to New York based organisations. I have experience acting as the external CFO/Financial Controller managing in-house and external finance teams overseeing the end to end finance function. Also managed process improvement consulting engagements at a range of organizations. I work directly with Executive Teams and Boards to implement best practices across the finance, HR and IT functions. I provide senior finance level services and process improvement consulting services to New York based organisations. I have experience acting as the external CFO/Financial Controller managing in-house and external finance teams overseeing the end to end finance function. Also managed process improvement consulting engagements at a range of organizations. I work directly with Executive Teams and Boards to implement best practices across the finance, HR and IT functions.

Board Member and Treasurer

• Jan 2015 - Jan 2016

Inaugural Board Member and Treasurer Inaugural Board Member and Treasurer

Senior, Private Clients - Tax & Advisory

• Oct 2014 - Oct 2015

Experienced Advisor to Public, Private, Social Sector and High Net Worth individual and family groups on tax, compliance, accounting and advisory matters. Sector experience: Financial services, agriculture, real estate, consumer products, sport, professional services, manufacturing and construction. Other work included: - Litigation support and forensic accounting preparing accounting expert reports, business valuations and calculations of buy/sell agreements. Experienced Advisor to Public, Private, Social Sector and High Net Worth individual and family groups on tax, compliance, accounting and advisory matters. Sector experience: Financial services, agriculture, real estate, consumer products, sport, professional services, manufacturing and construction. Other work included: - Litigation support and forensic accounting preparing accounting expert reports, business valuations and calculations of buy/sell agreements.

Accountant - Business Advisory

• Nov 2011 - Oct 2014

Provided technical taxation, accounting, compliance and business advice to a range of small to medium sized entities, high net worth family groups and public sector organisations.Additional services provided:- Outsourced accounting services - Management accounting to SME’s- Audit support during busy season

Undergraduate Accountant

• Aug 2010 - Nov 2011

Accounting, tax, compliance services. Worked part-time (3 days per week) whilst finishing my university studies.

Senior Player

• 2008 - 2012