Experience

Mutual Trust Pty Ltd

• Australia
• Financial Services
• 100 - 200 Employee

• Director

  • Oct 2018 - Present

  I advise in a way that builds deep trusted and long standing relationships with family members of all generations in some of Australia’s wealthiest families. I balance financial know-how with compassion to help families achieve what matters most to them. Every day I bring positivity, curiosity and energy to families and our team, and leverage my love of wellbeing into my daily interactions. This enables me to create a safe space for meaningful conversations and connections, build rapport, deliver outcomes and reach consensus. Some of the finer detail of my day-to-day:— Strategy: Assist multi-generational families to define their purpose and vision for the future, articulate their goals and develop long term strategies to manage their financial and non-financial wealth; — Family Services: Facilitation of family discussions on generational transition and succession; establishment of family governance systems and transition vehicles, including Family Councils and Foundations and education of family members on concepts underlying wealth creation and preservation; — Chairing and Facilitating: Chairing multi-generational family meetings, Directors and Shareholders meetings, Retreats and Workshops; — Integration and execution: Overseeing the expert and quality provision of services provided by internal team and external advisors to achieve a family’s objectives; — Investment Advisory: Oversee investment advisory services including; investment policy development and review, investment advice, portfolio review and reporting, performance analysis, projections and cash flow forecasts; — Financial Advice: Assist in the provision estate planning, succession planning, superannuation and tax structures and planning, accounting and philanthropic activities; My proudest achievement has been developing Mutual Trust’s “Rising Generation Program” for the engagement and education of future family leaders.

• Manager / Senior Manager

  • Jul 2015 - Oct 2018



The Myer Family Company Ltd

• Australia
• Investment Management
• 1 - 100 Employee

• Client Manager

  • Dec 2012 - Jun 2015

  At MFCo, I managed the provision of investment services to a number of not-for-profit organisations and a broad range of wealth management services and advice to a number of ultra-high net worth client groups. At MFCo, I managed the provision of investment services to a number of not-for-profit organisations and a broad range of wealth management services and advice to a number of ultra-high net worth client groups.



Keystone Private Pty Ltd

• Family Advisor

  • Jul 2007 - Dec 2012

  Keystone Private Pty Ltd is Queensland’s leading multi family office managing the portfolios of domestic and international high net wealth families. Keystone’s management and service model encompasses all aspects of clients portfolios, including: • Financial asset management • Property portfolio services • Accounting and reporting • Family continuity services Keystone's core purpose is to transfer family wealth, values and heritage across generations. Keystone Private Pty Ltd is Queensland’s leading multi family office managing the portfolios of domestic and international high net wealth families. Keystone’s management and service model encompasses all aspects of clients portfolios, including: • Financial asset management • Property portfolio services • Accounting and reporting • Family continuity services Keystone's core purpose is to transfer family wealth, values and heritage across generations.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Equities Analyst

  • 2008 - 2008

  Sales, Trading & Research - Equities, Asia Markets Sales, Trading & Research - Equities, Asia Markets