Experience

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  Quantum Group

  • Hamilton New Zealand

  • General Manager Commercial Finance, Qualified Financial Adviser - Mortgage Specialist

    • Jan 2017 - Present
    • Hamilton New Zealand

    A wide and varied position drawing from an extensive background in finance which allows me to draw and expand on this to assist our clients. I enjoy working with an excellent team of professionals to provide the very best complete financial services proposition to our clients.I specialise in;- Development & Construction Finance - Residential & Commercial.- Consumer finance - Vehicles, Boats, Property.- Commercial finance - Machinery, Vehicles, Property.- Specialist Commercial Finance - Working Capital & Core debt structuring.- Business acquisitions.- Distressed situations - Has a debtor let you down and caused cashflow issues - debt restructuring.- Governance & Strategy - Like a visit to a friendly Doctor - is your business performing to expectation.There's rarely a situation I haven't encountered. There's no finance proposal big or small I can't help you with. I'm a recognised industry champion in Agri, Fishing, Forestry, and SME Growth.I have financed into most markets and asset classes utilising my strong financial background and industry connections (lenders) to build lasting client relationships.I'm confident I can add value to your business.

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  Sales & Finance

  • Waikato

  • Sales & Finance - Specialist Consultant

    • Apr 2014 - 2018
    • Waikato

    Governance, Strategy, Sales & Marketing, Finance, Credit Control, Asset Finance Specialist & Senior Credit advisor.

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  The University of Waikato, Hamilton NZ

  • Hamilton, New Zealand

  • MBA Student

    • Jan 2011 - Mar 2014
    • Hamilton, New Zealand

    University of Waikato.• Post Grad Dip Management Studies 2011 – 2013• University of Malaysia – Faculty of Business & Accountancy - Oct 2013• Lingnan University China – Oct 2013. • MBA (Thesis to complete) (2011 – 2014).• Certified Crisis Management & Communication (Waikato University).• Certified Drug & Alcohol advisor/administrator for work place safety.

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  The Lines Company Ltd

  • Te Kuiti New Zealand

  • Accountant / Department Supervisor

    • 2006 - 2010
    • Te Kuiti New Zealand

    General Accountant, Manager of 7 persons, trainer/mentor and supervisor.Key accountabilities (brief);• Reporting Direct to the CFO and CEO for complex credit & reconciliation resolution. • Managing a team of 7 to ensure database integrity, accurate monthly accounts and quality customer service.• Personal Management of larger accounts. • Policy and procedure documentation. • Oversee Credit Control operations.• Manage relationship with the Commissioner of Electricity & Gas Complaints.• Complex IT driven project work.

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  Speirs Finance

  • Wellington

  • National Credit Manager

    • 2002 - Nov 2006
    • Wellington

    National Credit Manager leading a Credit team of 5.Key accountabilities (brief):• To provide leadership in managing the credit approval team (5).• Support for the appropriate training of staff in appropriate credit skills.• Maintaining a high degree of customer service standards.• The development of policies and processes with the objective being to improve the management of risk and customer service standards.• The analysis of financial and other information in support of credit risk.• Approval of credit applications under delegated authority as required.• The review of all credit exposures and monthly Board Reporting.• To monitor critical economic & industry risk as it pertains to the business.• Ensure Sales/Revenue targets were aligned with Credit Policy.

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  ANZ Bank

  • Wellington New Zealand

  • Manager Business Banking Corporate & Commercial

    • Dec 1984 - 2000
    • Wellington New Zealand

    Last position Relationship Manager Business Banking Corporate & Commercial.Key accountabilities (brief);• Maintaining a high degree of customer service standards [Key task].• Sales & Marketing, where opportunities arise, the acquisition of new and profitable business.• The appropriate and responsible use of Credit Approval Discretion ($5m).• The preparation of Credit Memoranda for new and existing customer lending proposals, and annual review of existing customer exposures. • Developing and monitoring of marketing plans for new and existing customers. Also developing target-marketing strategies for customers with whom the bank does not have a current relationship.• Achieving team financial budget and underlying business performance targets.• Maintaining the safety of the Bank’s exposure through the analysis of customer's financial performance, position, and industry. The Manager is also responsible for ensuring that all security documentation required is held - and is correct.• Staff development. This primarily includes the development and coaching of Assistant Managers who will eventually progress to Management roles.