Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Senior Manager - business valuations

  • Jan 2023 - Present



Morningstar

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Analyst

  • Jan 2010 - Sep 2022

  Financial analysis and valuation of Australian Securities Exchange (ASX) listed companies, including historical financial statement analysis and financial statement forecasting, creation of discounted cash flow based company valuation models using Microsoft Excel, earnings multiple-based company valuations, financial and business data analysis using Microsoft Excel and Visual Basic for Excel coding, investment research report writing, client presentations, regularly interviewing company executives, promoting Morningstar investment research to clients and the media, extensive use of Bloomberg, S&P Capital iQ, and Refinitiv.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Financial Analyst

  • Sep 2008 - Dec 2009

  Financial analysis and valuation of companies including financial statement analysis and forecasting, creation of discounted cash flow company valuation models using Microsoft Excel, earnings multiple-based company valuations, investment memorandum report writing, client presentations, business sale process management, provision of acquisition and divestment advice to company executives. This role was based within Deloitte's merger and acquisitions team. Financial analysis and valuation of companies including financial statement analysis and forecasting, creation of discounted cash flow company valuation models using Microsoft Excel, earnings multiple-based company valuations, investment memorandum report writing, client presentations, business sale process management, provision of acquisition and divestment advice to company executives. This role was based within Deloitte's merger and acquisitions team.



Ord Minnett

• Australia
• Financial Services
• 400 - 500 Employee

• Financial Analyst

  • Sep 2006 - Aug 2008

  Financial analysis and valuation of Australian Securities Exchange (ASX) listed companies, including historical financial statement analysis and financial statement forecasting, creation of discounted cash flow based company valuation models using Microsoft Excel, earnings multiple company valuation models, data analysis using Microsoft Excel and Visual Basic for Excel programming, initial public offering document writing, client presentations, maintaining relationships with company management. Managing the initial public offering and secondary capital raisings of companies on the ASX. Use of Bloomberg, S&P Capital iQ, and Refinitiv.



PKF Gold Coast

• Australia
• Accounting
• 1 - 100 Employee

• Financial Analyst

  • Sep 2005 - Sep 2006

  Financial analysis and valuation of companies, including historical financial statement analysis and financial statement forecasting, creation of discounted cash flow based company valuation models using Microsoft Excel, earnings multiple based company valuations, data analysis using Microsoft Excel and Visual Basic for Excel programming, Drafting Independent Expert Reports, IER's, and valuation reports. provision of corporate finance and merger and acquisition advice to company executives. Use of Bloomberg, S&P Capital iQ, and Refinitiv.



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Contract Role - Financial Analyst

  • Jan 2005 - Sep 2005

  Contract position - management accounting and reporting role within Deutsche Bank's global equity sales division. The role involved analysis of the financial performance of the Sydney equity sales team and the creation of management accounts and reports. Contract position - management accounting and reporting role within Deutsche Bank's global equity sales division. The role involved analysis of the financial performance of the Sydney equity sales team and the creation of management accounts and reports.



Rabo Securities

• Netherlands
• Investment Banking
• 1 - 100 Employee

• Financial Analyst

  • Jan 2001 - Apr 2004

  This role was based within Rabobank's equity derivatives team in London, England. My role involved the analysis and reporting of the financial performance of the equity derivatives team in London for senior management and the financial management of equity derivate-based investment products. This role was based within Rabobank's equity derivatives team in London, England. My role involved the analysis and reporting of the financial performance of the equity derivatives team in London for senior management and the financial management of equity derivate-based investment products.