Experience

Prime Super

• Australia
• Financial Services
• 1 - 100 Employee

• National Sales Manager

  • Sep 2017 - Present

• Client Partnerships, Corporate Super

  • Jun 2017 - Sep 2017

  Partnering employers and associations to develop straightforward solutions that will take the complexity out of super to help them grow, manage and protect their wealth.



NAB

• Australia
• Banking
• 700 & Above Employee

• Corporate Super Specialist

  • Jan 2015 - May 2017

  Working with Nab Wealth to deliver financial advice to Business Banking clients across Corporate Superannuation, Group Insurance and Employee Benefits. Our specialist advise positions employees to make the most of their retirement savings. My technical expertise ensures we can develop a leading package of financial benefits including; insurance design, Fund reviews, detailed comparisons, employee engagement programs, financial advice and ancillary benefits. Working with Nab Wealth to deliver financial advice to Business Banking clients across Corporate Superannuation, Group Insurance and Employee Benefits. Our specialist advise positions employees to make the most of their retirement savings. My technical expertise ensures we can develop a leading package of financial benefits including; insurance design, Fund reviews, detailed comparisons, employee engagement programs, financial advice and ancillary benefits.



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Consultant & Leader

  • Jun 2014 - Jan 2015

  Senior Consultant (Aon Master Trust), Central & Northern Region Leader Working in Aon’s Retirement and Financial Management Practice as a Senior Consultant, this role focused on developing a strategic agenda with global retirement clients to improve employee engagement and mitigate risks. Engagements included service delivery, consultancy and revenue growth with Aon Master Trust and stand-alone corporate clients across both defined benefit and accumulation plans. Senior Consultant (Aon Master Trust), Central & Northern Region Leader Working in Aon’s Retirement and Financial Management Practice as a Senior Consultant, this role focused on developing a strategic agenda with global retirement clients to improve employee engagement and mitigate risks. Engagements included service delivery, consultancy and revenue growth with Aon Master Trust and stand-alone corporate clients across both defined benefit and accumulation plans.



AustralianSuper

• Australia
• Financial Services
• 700 & Above Employee

• Business Partnership Manager (Maternity Contract)

  • Mar 2014 - Jun 2014



Kinetic Super

• Australia
• Financial Services
• 1 - 100 Employee

• National Manager - Corporate Super

  • Nov 2008 - Dec 2012

  Responsible for leadership and development of the corporate super team, sales strategies for new business development and key client retention.

• Senior Representative, Employer Super

  • Aug 2004 - Nov 2008

  Responsible for growing employer contributions, fund membership and funds under management through sourcing large corporate superannuation clients and retention of exiting key clients.



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Investment Executive

  • Aug 2001 - Nov 2003

  Distribution of direct investments eg IPO's, Structured products and lending, syndications, listed and unlisted capital rasings etc Distribution of direct investments eg IPO's, Structured products and lending, syndications, listed and unlisted capital rasings etc



Trivett

• Retail Motor Vehicles
• 1 - 100 Employee

• Business Manager (Finance & Insurance)

  • Mar 1995 - Feb 2001

  Responsible for distribution of finance and insurance products to retail and fleet clients. Responsible for distribution of finance and insurance products to retail and fleet clients.