Experience

Strategic Brokers

• Australia
• Financial Services
• 1 - 100 Employee

• Director and Finance Strategist

  • Jul 2020 - Present

  Whilst still owning and operating Yellow Brick Road Randwick and Macquarie Park. We have produced our own Mortgage Broking label. Strategic Brokers is designed for clients who wish for more than just a simple interest rate. We are specifically tailored to suit the needs of both savvy investors and high net worth individuals. Whilst still owning and operating Yellow Brick Road Randwick and Macquarie Park. We have produced our own Mortgage Broking label. Strategic Brokers is designed for clients who wish for more than just a simple interest rate. We are specifically tailored to suit the needs of both savvy investors and high net worth individuals.



Yellow Brick Road

• Bangladesh
• Education Administration Programs
• 1 - 100 Employee

• Principal and Wealth Manager

  • Jul 2015 - Present

  Yellow Brick Road is a full service wealth management company that offers products and services for home loans, commercial loans, financial planning, insurance, superannuation, investments, accounting and tax.At Yellow Brick Road we offer competitive rates, an all-encompassing portfolio of services and a branch network of wealth managers who are dedicated to helping our clients get on the road to a better future. Yellow Brick Road is able to access the best variety of products for our customers based on their personal needs.Our goal is to provide hard working people around the country with the service they need and the advice they can trust to make their financial dreams a reality. Our mission is to assist people in building their financial future, from the purchase of their first home right up until their retirement. Yellow Brick Road is also dedicated to providing solutions for small businesses, which are currently an undervalued and underserviced sector in the Australian economic landscape.At Yellow Brick Road, we believe that people should have an expert in their community who they can trust to talk about their financial situation and work with to build a strategy together. Our Branch Principals and Wealth Managers are people who live in the neighbourhoods they service and they are passionate about giving advice and providing solutions to the people in their community.Yellow Brick Road has built a trusted network of advisers who have the experience, dedication and resources to give their clients the best possible outcome for their future. We currently operate branches in all five states, and with a new branch opening nearly every week, specialised advice and individual attention is never far away.Yellow Brick Road Holdings is a Public Company listed on the Australian Stock Exchange since July 2011. A portion of the business is owned by Channel 9, Mark Bouris and the senior management team.

• Mortgage Broker, Wealth Manager

  • Jun 2014 - Jun 2015

  Yellow Brick Road is a full service wealth management company that offers products and services for home loans, commercial loans, financial planning, insurance, superannuation, investments, accounting and tax.At Yellow Brick Road we offer competitive rates, an all-encompassing portfolio of services and a branch network of wealth managers who are dedicated to helping our clients get on the road to a better future. Yellow Brick Road is able to access the best variety of products for our customers based on their personal needs.Our goal is to provide hard working people around the country with the service they need and the advice they can trust to make their financial dreams a reality. Our mission is to assist people in building their financial future, from the purchase of their first home right up until their retirement. Yellow Brick Road is also dedicated to providing solutions for small businesses, which are currently an undervalued and underserviced sector in the Australian economic landscape.At Yellow Brick Road, we believe that people should have an expert in their community who they can trust to talk about their financial situation and work with to build a strategy together. Our Branch Principals and Wealth Managers are people who live in the neighbourhoods they service and they are passionate about giving advice and providing solutions to the people in their community.Yellow Brick Road has built a trusted network of advisers who have the experience, dedication and resources to give their clients the best possible outcome for their future. We currently operate branches in all five states, and with a new branch opening nearly every week, specialised advice and individual attention is never far away.Yellow Brick Road Holdings is a Public Company listed on the Australian Stock Exchange since July 2011. A portion of the business is owned by Channel 9, Mark Bouris and the senior management team.



Westpac

• Australia
• Banking
• 700 & Above Employee

• Local Business Banker

  • Jan 2014 - Jun 2014

  -Portfolio management specializing in the top tier of small businesses in the Eastern Suburbs of Sydney. -Catering for small business owners in all aspects of Lending from Commercial to consumer. -Uncapped consumer lending capability. 1 million limit on commercial lending including equipment finance. -Assisting small businesses grow in respects to all banking needs including merchant facilities, business overdrafts to maximizing their savings and wealth opportunities. -Protecting customers from the worst case scenario by ensuring they are correctly and adequately insured. -High paced sales environment

• Personal Banker Premium

  • Aug 2012 - Dec 2013

  -2nd in charge helping manage operations for Westpac Pagewood.-Relationship managing the Affluent market of branch based customers.-Proactively contacting internal customers to uncover all their banking needs.-Consumer lending uncapped.-Referring wealth solutions to Financial planners-Referring Business lending solutions to Local Business Bankers



Australian Poker League

• Entertainment Providers
• 1 - 100 Employee

• Franchisee / Director

  • Jan 2007 - Aug 2012

  -Creation of revenue generating entertainment in pubs clubs and RSL's -Onboarding venues and negotiating pricing with operation managers / Ceo's of some of Sydney's largest clubs and RSL's. -Managing up to 7 staff at any given time. -Managing accounts , bookkeeping and all tasks involved with daily operation of the business. -Catering for up to 21 games a week at the business' high point. -Managing the sale of both retail and wholesale poker stock including tables chipsets etc. -Creation of revenue generating entertainment in pubs clubs and RSL's -Onboarding venues and negotiating pricing with operation managers / Ceo's of some of Sydney's largest clubs and RSL's. -Managing up to 7 staff at any given time. -Managing accounts , bookkeeping and all tasks involved with daily operation of the business. -Catering for up to 21 games a week at the business' high point. -Managing the sale of both retail and wholesale poker stock including tables chipsets etc.