Experience

Lucerne Investment Partners

• Australia
• Investment Management
• 1 - 100 Employee

• Consultant

  • Sep 2022 - Present

  Originating wholesale and high net worth clients with an interest in Alternative Investments and bespoke portfolio wealth management. Originating wholesale and high net worth clients with an interest in Alternative Investments and bespoke portfolio wealth management.



IFG Network Australia

• Australia
• Financial Services

• Business Development Specialist and Partnerships

  • Feb 2020 - Present

  The Interface Financial Group (IFG) is a leading global invoice financier providing flexible working capital to small and medium size enteprises. IFG operates a network of 150 offices in 9 countries and serves over 30 industries. IFG deals directly with customers and also via an extensive network of corporate and debt specialists, commercial brokers and other trusted advisors. The Interface Financial Group (IFG) is a leading global invoice financier providing flexible working capital to small and medium size enteprises. IFG operates a network of 150 offices in 9 countries and serves over 30 industries. IFG deals directly with customers and also via an extensive network of corporate and debt specialists, commercial brokers and other trusted advisors.



Navigate Global Payments

• Australia
• Financial Services
• 1 - 100 Employee

• Strategic Partnerships

  • Sep 2019 - Present

  Navigate Global Payments is a wholly owned Australian company. We understand the importance of integrity, honesty and an unparalleled level of service to our clients.​Our vision is to be leaders in Foreign Exchange, Payment Technologies, Risk Management and Tailored Treasury advice. Navigate values relationships highly and strives to become your Trusted Advisor. We provide leading technology payment solutions and a fast, secure, cost-effective service. Navigate Global Payments is a wholly owned Australian company. We understand the importance of integrity, honesty and an unparalleled level of service to our clients.​Our vision is to be leaders in Foreign Exchange, Payment Technologies, Risk Management and Tailored Treasury advice. Navigate values relationships highly and strives to become your Trusted Advisor. We provide leading technology payment solutions and a fast, secure, cost-effective service.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Relationship Executive, Corporate Financial Services, Business and Private Banking

  • May 2016 - Jun 2019

  Recent AwardsCorporate Financial Services Excellence Awards National Winner Exceptional Commercial Portfolio 2018Corporate Financial Service Vic/Tas Commercial Portfolio of the Year Winner FY18Corporate Financial Service Vic/Tas Voice of the Customer Winner FY18Corporate Financial Services National Q2 Winner FY18 Relationship Executive Exceptional PerformerCorporate Financial Services National Q3 Winner FY18 Relationship Executive Exceptional Performer Recent AwardsCorporate Financial Services Excellence Awards National Winner Exceptional Commercial Portfolio 2018Corporate Financial Service Vic/Tas Commercial Portfolio of the Year Winner FY18Corporate Financial Service Vic/Tas Voice of the Customer Winner FY18Corporate Financial Services National Q2 Winner FY18 Relationship Executive Exceptional PerformerCorporate Financial Services National Q3 Winner FY18 Relationship Executive Exceptional Performer



Westpac Institutional Bank

• Australia
• Banking
• 700 & Above Employee

• Director, Corporate Banking

  • 2013 - Apr 2016

  Originate and manage a portfolio of Corporate Banking and Corporate Agribusiness customers with turnover up to $500.0m, specialising in large, family businesses, agribusiness, sport, property services, manufacturing, wholesaling and distribution, financial services and small caps. Originate and manage a portfolio of Corporate Banking and Corporate Agribusiness customers with turnover up to $500.0m, specialising in large, family businesses, agribusiness, sport, property services, manufacturing, wholesaling and distribution, financial services and small caps.



Westpac

• Australia
• Banking
• 700 & Above Employee

• Relationship Director, Premium Business Group and Corporate Business Group

  • 2007 - 2013

• Various

  • 1995 - 2007

  Business Development Manager, Property Finance Manager, Associate Director Corporate Banking - Originations, Senior Manager - Specialised Finance Group and Senior Relationship Manager - Commercial Banking. Responsibilities included (1) originating new to bank customers (property development and investment and cash flow lends in the $5.0m to $30.0m debt range; (2) Deal team leadership; and (3) manage a portfolio of top end Commercial Banking customers (predominantly family businesses) with diversified business and property interests.



Self-Employed

• Consultant

  • Jun 1990 - Jun 1995

  Restructuring with a focus on cash flow, property advice, bank refinancing, recruitment, litigation and equity portfolio management. Restructuring with a focus on cash flow, property advice, bank refinancing, recruitment, litigation and equity portfolio management.



CMS

• General Manager / Business Development Manager

  • Jan 1987 - Jun 1990

  Established a new office in Brisbane and managed the Sydney office. Property finance business development and people management. Established a new office in Brisbane and managed the Sydney office. Property finance business development and people management.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Graduate/Corporate Finance Trainee

  • Jan 1983 - Jan 1987

  Graduate and Corporate Finance Trainee program with time spent in the branch network and Melbourne Head Office. Graduate and Corporate Finance Trainee program with time spent in the branch network and Melbourne Head Office.