Experience

Beresfords Financial Planning

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Manager Financial Planning

  • Jul 2009 - Present

  Beresfords is a fee for service firm. We cherish the integrity that this provides. This enables us to seek only the best possible outcome for our client’s. We believe in the value of open disclosure. We acknowledge that our work determines the quality of your future. Your needs, your wants, your goals and your dreams are entrusted to us. When we seek to manage and grow something as hard won and as precious as your wealth, we are in awe of the responsibility. Beresfords would like to be big and considered to be the best, but above that we desire to be great because we are doing that which is good. Show less



St George Bank

• Australia
• Banking
• 700 & Above Employee

• National Head of Corporate Treasury

  • 2003 - 2008

  National Head of Corporate Treasury Responsibilities: • Responsible for all national Treasury Sales teams in St George Bank; which include Foreign Exchange (FX), Interest Rate Risk Management, Treasury Investments and Trade Finance. • Managed diverse sales teams in Sydney, Canberra, Melbourne, Adelaide, Perth and Brisbane (60 people in total). • National responsibility within the Institutional Bank to manage large deposits Accomplishments: • Driving revenue uplift in Corporate Treasury by over 20% per annum over the 4 years. • Ensured that Corporate Treasury played a critical role to drive St George’s Institutional Business bank achieving asset growth in excess of 20% per annum over the same period. • Achieved yearly the highest customer satisfaction with Treasury Sales in the Commercial Sector in Australia – refer to East and Partners’ Commercial Treasury Banking surveys. • Effective internal teaming in the Institutional Bank, achieving considerable growth in liabilities during 2007 and 2008. Show less


Standard Chartered Bank - Singapore
• Head of Corporate Treasury

  • 2001 - 2002