Experience

Household Capital

• Australia
• Financial Services
• 1 - 100 Employee

• Retirement Specialist

  • Jul 2018 - Present

• Advice Partnerships Executive

  • Aug 2018 - Jun 2020

  Household Capital is a specialist financial services firm providing longevity income to help senior Australians Live Well At Home.At Household Capital we are proud to be creating financial independence for retired Australians by taking a holistic approach to managing retirement income. Our income products facilitate a balance between lifetime savings and longevity income by providing a flexible choice to draw income needs from superannuation, the family home and the aged pension. This enables the diversification of savings, asset growth and the harvesting of income throughout retirement.Our products are delivered under financial advice alongside superannuation industry partners who share a commitment to helping Australian retirees Live Well At Home.https://www.householdcapital.com.au/ Show less



Aurora Lamb

• Sydney, Australia

• Managing Director

  • Jun 2014 - Jun 2020

  Prime Lamb Producer. Startup prime lamb business after several years of research and modelling. Business employs a full-time manager and aims to turn off 3000 lambs per annum. Prime Lamb Producer. Startup prime lamb business after several years of research and modelling. Business employs a full-time manager and aims to turn off 3000 lambs per annum.



Nab Wealth Management

• Sydney, Australia

• General Manager Apogee Financial Planning and Head of Strategic Alliances

  • Jan 2012 - Mar 2015

  Apogee is the sum of the great businesses in the network and their progressive business spirit. Apogee's was focused on providing tangible licensee value with a specific focus on integrated practices with over 50 integrated accounting advice practices and a high number of general insurance and mortgage broking integrated firms. As responsible manager for the AFSL, the GM position holds responsibility for financial performance, quality advice and risk management / regulatory compliance of the licensee business. In addition to the GM Licensee role I was charged with managing Strategic Alliances on behalf of Apogee, Garvan and Godfrey Pembroke. This business unit provided accountant licensing, accountant programs to increase advice productivity and management of an adviser panel to Plum and other corporates. The objective of this work is to generate new advice opportunities through networks of individuals. This position included regular liaison with compliance and legal teams, dispute resolution involvement, representation on the Licenses and Compliance Board and chairing the Apogee Advisory Board. Show less



MLC Advice Solutions

• North Sydney

• National Manager Protection Advice

  • Jul 2006 - Dec 2011

  Created & built Risk Specialist Network for advisory businesses specialising in insurance, estate planning and business succession. Focused on continuing to champion insurance advice as a professional advice area where the product is a logical funding outcome of succession advice. Providing integrated services including adviser, accountant & lawyer. Created & built Risk Specialist Network for advisory businesses specialising in insurance, estate planning and business succession. Focused on continuing to champion insurance advice as a professional advice area where the product is a logical funding outcome of succession advice. Providing integrated services including adviser, accountant & lawyer.



Garvan & Apogee

• Sydney

• Practice Development Manager

  • 2002 - 2006

  Practice management: people, financials, client experience, operations. Strategic planning and management of implementation. Practice management: people, financials, client experience, operations. Strategic planning and management of implementation.



AM Corporation

• Sydney

• National Manager Dealer Groups

  • 1998 - 1999

  Key account management - National Accounts Key account management - National Accounts