Experience

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  MBC Group Services

  • Orange, New South Wales, Australia

  • Certified Financial Planner

    • Jul 2019 - Present
    • Orange, New South Wales, Australia

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  StatePlus

  • Orange, New South Wales, Australia

  • Financial Advisor

    • Jan 2013 - Jul 2019
    • Orange, New South Wales, Australia

    I provide financial advice to members and non-members of First State Superannuation.

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  Crest Financial Services

  • Financial Advisor

    • Jul 2009 - Jan 2013

    I help people understand their financial situation, set their goals and objectives and how best to achieve them. I provide advice on Superannuation, Pre-retirement and retirement planning, Centrelink, SMSF, life insurance, tax minimisation and aged care.

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  Westpac

  • Advanced Financial Planner

    • Feb 2006 - Jul 2009

    Provide financial advice to Westpac customers on investments, retirement planning and personal insurance needs

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  Rohan Trading Company

  • Sydney

  • Operations Manager

    • 2003 - 2006
    • Sydney

    Operations manager for Rohan Trading Company. Rohan Trading Company is a specialist meat import and export company. I was involved in assisting the MD and management team in both the day to day running of the business and also the strategic direction. I also oversaw the staff recruitment and general HR of the business.

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  Twynam Pastoral Company

  • Sydney

  • Commodity Marketing Manager

    • 2002 - 2003
    • Sydney

    Tywnam Pastoral Company is a family owned farming business. Twynam was involved in the production of Cotton, Wool, Beef and cereal grains. I was responsible for the sale of the raw commoditiies and also the use of price risk management tools, such as futures and options to help manage price volatility.

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  Namoi Cotton

  • Southern Regional Sales Manager

    • 1999 - 2000

    Namoi Cotton is a major processing and exporter of Australian Cotton. As Southern Regional Manager I was responsible for a team of representatives that sourced cotton from producers. I oversaw the regional budget and was responsible for managing the teams performance.

  • Field Sales Representative

    • 1997 - 1999

    Namoi Cotton is a processor and exporter of cotton. As a field representative I was responsible for servicing a region of cotton growers. I was responsible for purchasing cotton from farmers for both processing and exporting. I also worked with farmers to manage their price risk through using futures, options and currency.