Experience

Infocus Advisory (Australia)

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Mar 2022 - Present

  After many years working for large financial groups including NAB, ANZ, QSuper and Crowe Howarth and gaining significant knowledge and skill I am looking forward to spending the remainder of my career working for myself and assisting families achieve what is important to them financially. I thank all my previous employers and clients for the opportunities they gave me as all of these experiences have armed me ready for this next chapter. Now I bring all my experience and skill to my own business. My business is very simple, helping you achieve what is important to you and your family. This involves me educating you and enabling you to make smart decisions with a guiding light being ….is every action/strategy helping you to achieve what is important . My hope in the coming years is to work with families to help them plan for their financial future. I want to bring all the knowledge I have to benefit families. Led by integrity and commitment to add value, I look forward to working with many families in the years to come. Reach out to me on 0436 659 784 for a chat.



NAB

• Australia
• Banking
• 700 & Above Employee

• Private Wealth Management

  • Sep 2020 - Mar 2022



CUA

• Canada
• Financial Services
• 1 - 100 Employee

• Advice remediation

  • Sep 2019 - Sep 2020



QSuper

• Australia
• Financial Services
• 200 - 300 Employee

• Advice Manager

  • Sep 2017 - Aug 2019



ANZ

• Australia
• Banking
• 700 & Above Employee

• Private client director

  • Mar 2015 - Jun 2017

  Leading teams of bankers and advisers. Focus on assisting and supporting HNW individuals and families achieve what is important to them. Delivering value through strategy, solutions, ideas and insights. From a team viewpoint focusing on coaching, continuous improvement, learnings, networking, connecting and ongoing development. Leading teams of bankers and advisers. Focus on assisting and supporting HNW individuals and families achieve what is important to them. Delivering value through strategy, solutions, ideas and insights. From a team viewpoint focusing on coaching, continuous improvement, learnings, networking, connecting and ongoing development.



Findex

• Australia
• Financial Services
• 700 & Above Employee

• Self managed super adviser

  • Mar 2012 - Jan 2015

  At Crowe I assisted clients in SMSF Advisory, I sit on the National Advisory group for Crowe Howath for SMSF and can bring leading strategies and solutions to clients, bringing the expertise of the Crowe Horwath group in managing nearly 10,000 SMSF's to each and every clients I speak with. A key focus of my role at Crowe Horwath is to work with clients on their personal and business objectives. I ensure that clients make informed decisions with a focus on educating clients on what options are available to them. Then guiding and checking and assisting implementing the initiatives that will enable them to achieve. this could be as simple as a budget or cashflow or as complex as a succession plan. Throughout my career I have worked with clients across a range of industries including agriculture, retail, private family groups, property and construction, transport, childcare, professional services. My value and contribution is adding value for clients. Understanding clients and with enthusiasm assist clients achieve what is important to them.



NAB

• Australia
• Banking
• 700 & Above Employee

• Private client Director

  • Jan 2010 - Feb 2012

  Worked with UHNW families in Sydney assisting the to achieve what was important to them. Banking and wealth facets to role.

• Snr Manager Financial Planning

  • Jan 2007 - Jan 2010

  Provided specific financial advice to HNW families. Strategies included: SMSF, Gearing in and out of SMSF, Strategic advice, cashflow and Risk



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Head of Corporate and General insurance

  • 2002 - 2006

  B2B into Multinationals who require assistance with global Insurance programs B2B into Multinationals who require assistance with global Insurance programs