Senior Financial Advisor

• Jan 2023 - Present

Head of Financial Advice

• Jun 2022 - Aug 2022

Practice Manager - Victoria

• Nov 2019 - Mar 2022

As the Practice Manager for Mercer Financial Advice in Victoria, I have the pleasure of leading a team of Financial Advice professionals who strive to Create Better Lives for Mercer customers through financial advice.My role is to coach and develop the people in my team to have great conversations with our clients, improve efficiency of advice delivery and the monitoring and supervision of the advice given.

Financial Advice Team Leader

• Dec 2018 - Nov 2019

Leading and managing a team of advisers to provide great advice to Mercer clients.

Teaching Scholar - Financial Planning

• Feb 2019 - Dec 2020

The role of Teaching Scholar at Deakin Business School gives me the opportunity to share my financial services knowledge and experience by teaching Post-Graduate financial planning students amongst one of the most highly regarded academic teams in Australia. The role of Teaching Scholar at Deakin Business School gives me the opportunity to share my financial services knowledge and experience by teaching Post-Graduate financial planning students amongst one of the most highly regarded academic teams in Australia.

Industry Fellow - Wealth Management

• Jul 2017 - Dec 2018

As an Industry Fellow my role is to connect the Financial Planning department with the financial services industry for the benefit of students and the broader financial advice profession. Teaching Superannuation and cap-stone subjects for Bachelor of Business (Financial Planning) students, redesigning curriculum and assessments to provide relevant understanding of our profession. As an Industry Fellow my role is to connect the Financial Planning department with the financial services industry for the benefit of students and the broader financial advice profession. Teaching Superannuation and cap-stone subjects for Bachelor of Business (Financial Planning) students, redesigning curriculum and assessments to provide relevant understanding of our profession.

Managing Director

• Dec 2012 - Jul 2018

McAuliffe Wealth Management is a locally owned financial advisory firm that helps people achieve their financial and lifestyle goals. We do this by taking the time to understand our client's current situation and how that relates to their goals and objectives, then making recommendations and strategies that they can undertake to start down the path towards their goals. We offer a number of regular review services that allow us to stay with our clients and help them stay on track and to re-evaluate the strategy as their situation changes or if their goals and objectives change. Show less

Director

• Nov 2014 - Jan 2018

The Community Foundation for Bendigo and Central Victoria is an independent organisation managed by a voluntary Board of Directors representing the community. The Community Foundation is a charitable organisation that supports and promotes regional philanthropy. We aim to unlock the local and regional philanthropic potential to support the current and emerging needs of our region. My role on the board of directors is primarily to add to the investment and financial management acumen of the board and to develop strategic relationships with individuals and organisations who have a similar interest in benefiting the community. Show less

Director

• Jul 2015 - Dec 2017

SkyStream Media Airborne photography and video content. One of the few licenced UAV Operators in central Victoria SkyStream Media Airborne photography and video content. One of the few licenced UAV Operators in central Victoria

Founder

• Dec 2016 - Jun 2017

What if there was an easy way for parents to teach their kids the value of money? In a world where cash plays a decreasing role in our economy, it is becoming harder and harder for parents to make sure that their children will be able to make smart decisions with their money. LIttleEarners is creating a way for parents to teach their children the age-old parentisms that 'Money doesn't grow on trees', 'Good things come to those who wait' and that they can't have their cake and eat it too'. Most importantly though, that if they can 'have whatever they want if they set their mind to it'. Show less

Practice Consultancy Group Member

• Jan 2015 - Dec 2016

The practice consultancy group is a cross licensee conduit between advisers and their licensees. As a member of the Practice Consultancy group my role was to meet regularly with key stakeholders and represent the interests of advisers to the licensee. Specifically this group dealt with all facets of practice management with a view to lowering the cost to serve and making hte licensee easier to deal with. This included consulting on software, hr and on-boarding of advisers. The projects that I was directly involved in include the monitoring of and feedback of key performance indicators and service level agreements within the AMP backoffice, I was also involved in the Advice Summit Co-design working group and provided an adviser perspective on cyber security measures. Show less

Business Bank Financial Planner

• Jan 2012 - Dec 2012

My role is to assist business owners in creating and extracting wealth from their business by providing holistic wealth management advice and strategy. As well as investment, superannuation and retirement planning, I also advise business owners on succession planning, group superannuation and group risk. My role is to assist business owners in creating and extracting wealth from their business by providing holistic wealth management advice and strategy. As well as investment, superannuation and retirement planning, I also advise business owners on succession planning, group superannuation and group risk.

Wealth Management Specialist

• Feb 2008 - Jul 2010

My role was to provide financial advice to the CBA's business clients in the Corporate Financial Services area. I also worked with Local Business Banking clients (small businesses) and Agribusiness clients. My role was to provide financial advice to the CBA's business clients in the Corporate Financial Services area. I also worked with Local Business Banking clients (small businesses) and Agribusiness clients.

Financial Planner

• Jan 2007 - Feb 2008

Transport Operator

• Mar 1997 - Oct 2007

Senior Financial Adviser

• Jan 2000 - Jan 2007