Experience

Peer Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Aug 2019 - Present

  I offer my clients an extensive choice of quality investments managed by some of Australia's and the world's leading financial institutions.I am passionate about providing holistic and quality financial advice to my clients. Working collaboratively to identify opportunities, developing and delivering strategies that will assist my clients in reaching and protecting their lifestyle and financial goals. I offer my clients an extensive choice of quality investments managed by some of Australia's and the world's leading financial institutions.I am passionate about providing holistic and quality financial advice to my clients. Working collaboratively to identify opportunities, developing and delivering strategies that will assist my clients in reaching and protecting their lifestyle and financial goals.



Findex

• Australia
• Financial Services
• 700 & Above Employee

• Senior Adviser

  • May 2019 - Aug 2019



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Senior Financial Planner

  • Jul 2018 - May 2019

• Financial Advisor

  • Aug 2013 - Jul 2018



Consultant

• Consultant

  • Jan 2013 - Jul 2013

  A highly motivated individual looking for a change in career from being self employed in a partnership business to bringing his business acumen, high net worth contacts and drive to succeed to a larger organisation.Having worked in a variety of roles, has provided a breadth of knowledge and success. Achievements within those positions and former professional sporting career clearly demonstrate a strong work ethic and dedication. A highly motivated individual looking for a change in career from being self employed in a partnership business to bringing his business acumen, high net worth contacts and drive to succeed to a larger organisation.Having worked in a variety of roles, has provided a breadth of knowledge and success. Achievements within those positions and former professional sporting career clearly demonstrate a strong work ethic and dedication.



O'Gorman & Partners

• Partner

  • 2004 - 2012

  Maintained and grew existing client portfolio and market share, strategically identify potential new markets and advised clients of market direction.Developed and executed cross selling strategies, client retention strategies and sales conversion strategies to expand client base. Developed sales pitches, presentations and explained property reports to clients. Implemented personal brand and marketing plans. Maintained and grew existing client portfolio and market share, strategically identify potential new markets and advised clients of market direction.Developed and executed cross selling strategies, client retention strategies and sales conversion strategies to expand client base. Developed sales pitches, presentations and explained property reports to clients. Implemented personal brand and marketing plans.



Global Mortgages

• Office Manager

  • 2003 - 2003

  Maintained and grew existing portfolio by ensuring all clients’ mortgage and credit needs were met.Analysed financial data for capacity and serviceability on loan applications. Assessed and recommended financial products and credit options to clients. Developed and executed strategies for client retention and to create new client streams. Maintained and grew existing portfolio by ensuring all clients’ mortgage and credit needs were met.Analysed financial data for capacity and serviceability on loan applications. Assessed and recommended financial products and credit options to clients. Developed and executed strategies for client retention and to create new client streams.



Adrite

• General Manager

  • 1999 - 2002

  Maintain and grow existing portfolio through delivering quality products and services.Successfully managed client disputes. Built and maintained client relationships across a variety of medias. Oversaw all quotes for new/existing clients and projects. Maintain and grow existing portfolio through delivering quality products and services.Successfully managed client disputes. Built and maintained client relationships across a variety of medias. Oversaw all quotes for new/existing clients and projects.



Bayfield Hotels

• Manager

  • 1995 - 1999

  Managing a multi-faceted fast-paced hotel operation. Managing a multi-faceted fast-paced hotel operation.



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Scolarship Student

  • 1995 - 1996

  Assist managers with client deliverables in the audit team. Assist managers with client deliverables in the audit team.