Experience

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  Krypton Capital Pty Ltd

  • Perth, Western Australia, Australia

  • Portfolio Manager

    • Aug 2022 - Present
    • Perth, Western Australia, Australia

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  Citi

  • Perth, Western Australia, Australia

  • Structured Product and Fixed Income Specialist

    • Nov 2021 - Jun 2022
    • Perth, Western Australia, Australia

    Structured Product, Fixed Income and FX Solutions to High Net Worth, Ultra High Net Worth Individuals across Western Australia.Trading ideas on Structured Products concentrating on Energy and Material Companies on ASX. December 2021 trade recommendation on Woodside and Santos (would have to be the number 1 % pairs trade of 2022). Completion of all Retail Distribution Investment Products (RDIP) learnings and required CITI educational training in a record 8 weeks. Normal completion time 5 months. Learnt lots about the CITI product offering across Mutual Funds, High Yield, FX and all forms of Fixed Income Solutions across The CITI Product suite.

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  Self Employed

  • Perth, Western Australia, Australia

  • Global Macro Trader

    • Jul 2019 - Nov 2021
    • Perth, Western Australia, Australia

    Global Macro Trader covering Equity Indexes, Single name stocks, Commodities, Energy, Rates, FX and Vol.Specialist in FX, VIX and WTI/ NYMEX.Traded ASX listed stocks since 2000.

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  Free Man

  • Perth, Australia

  • Free Man

    • Mar 2019 - Jun 2019
    • Perth, Australia

    Home Renovator, Gardener, Full Time Dad,Traveller.

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  Westpac

  • Perth, Australia

  • Associate Director, Financial Markets, Westpac Institutional Bank Perth

    • Jan 2014 - Mar 2019
    • Perth, Australia

    Responsible for delivering WIB’s Investment and Deposit Sales growth across the Institutional / Large Corporate space / Financial Institutions (including Insurance and WA based Fund Managers) / Ultra High net worth family offices / Private Bank and Commercial Banking market in Western Australia. Total book managed in excess of AUD 4.6 B in Cash and Fixed income in WA. Key team member of the national business in securing new funding for the WIB Cashbook.Primarily focus on the sales and distribution of Westpac non-vanilla deposit and investment product, including Westpac Tailored and Structured product and ASX Listed Income Securities across the Westpac Retail and Business Banking (AFS) business, including the BT Advice Channel and third-party distribution. Maintain responsibility for the full sales cycle in WA, from opportunity identification through to negotiation and close of the sale, with a strong focus on prospecting new business.Engage clients directly to manage the existing client portfolio for new investment placements and maturities, and acquire new client business, to ensure all opportunities are captured. This involved working closely with the portfolio to gain market insight and intelligence to ensure we are providing the optimal customer experience and pricing appropriately.Achievements:Westpac Perth Institutional Bank Award Winner in August 2018.Successfully grew the balance sheet for Westpac WA by 13% year on year (2018 versus 2017).Sales Revenue Growth of 48% (2018 versus 2017) as at March 2019. Successfully tendered, pitched and won one of the largest single deposits for the whole year (ASX Top 20 Industrial Company - $500M parcel Dec 2018 Wesfarmers ) 11 banks engaged in the tender process (Domestic and Global Banks).A 3-year sales process resulted in winning over $650m in new funds from one of Australia’s Largest Family Offices after competing with 18 banks (Chinese, Japanese, European, Domestics banks).

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  Holidayplanet

  • Perth, Australia

  • Business Consultant

    • Jun 2012 - Jun 2017
    • Perth, Australia

    Full cash take over by Dnata a division of Emirates.

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  Shaw and Partners Limited

  • Perth, Australia

  • Institutional Equity Sales

    • Jun 2011 - Jun 2012
    • Perth, Australia

    Institutional Adviser Responsibilities: • Equity Advisor with a focus on WA Small to mid-cap stocks and build my brand as a specialist in raising capital for small WA Oil and Gas and Listed Gold/ Copper Explorers. • Working closely with MDs and CFOs as a trusted advisor and sounding board for Equity Capital Market Transactions. • Understanding drivers of relevant markets and establish a high degree of competence with clients around executing trades smoothly and accurately. • Understanding market drivers across Energy / Commodity Markets, the numbers behind it all, as well as the cross-asset implications. • Proactively sharing information, knowledge and ideas that help others succeed. Achievements:Successfully built a profitable business from the ground up, concentrating on high net worth individuals, WA Family Offices and Small Cap Fund Managers.Number 1 Oil and Gas stock of 2011. Tangier’s Petroleum TPTIdentified at under 12 cents and by years end was over 75 cents.

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  Westpac

  • Perth, Australia

  • Foreign Exchange Dealer

    • Jun 2009 - Jun 2011
    • Perth, Australia

    • Moved over internally from St George Bank to Westpac after the takeover.• A new position within Westpac Markets WA with $200,000 of existing Westpac revenue. • Targeted to increase revenue through a combination of internal and external sales including new to bank business, personal networks and pro-active cross sales of Westpac products. • Dealt in Westpac financial market risk management products for over eighty SME, business bank, agricultural, corporate and institutional clients.• Managed the Westpac private bank Foreign exchange requirements for Western Australia including spot, forwards/ options and foreign exchange term deposits. • Gained exposure to Wheat Swaps and Commodity Risk Management products for the banks WA growers and producers.Achievements:Increased the revenue to over $3.8m in 2 years through a combination of internal and external sales.Worked alongside the FM State Manager on business development involving expansion of the term deposit “footprint” in Western Australia across all key areas including FRNs, NCDs, inflation linked deposits, corporate bonds, government bonds, foreign currency deposits and structured products.

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  St.George Bank

  • Perth, Australia

  • Money Markets, IRRM and FX Dealer at St George Financial Markets

    • Jan 2007 - Jun 2009
    • Perth, Australia

    Money market investments- NCDs, call accounts, term deposits, floating rate notes, bill tenders. Quoting overnight investment rates for corporate and other financial institutions.• Interest rate hedging - interest rate swaps and customised bills.• Foreign exchange spot, forwards and foreign currency accounts.• Sydney FX trading desk - serviced Sydney, London and New York shift, Prop, Spot trading and FX options desk.• I raised in excess of $200 million in new bank treasury deposits/ money market during the GFC.• Third place out of forty-eight dealers (Multiple local and global banks and IBs) nationwide foreign exchange dealers at the Australian financial markets trading course and achieved the three highest team scores of the week as "chief dealer" of a simulated four-person team. Voted by my peers to third place in the "dealer's dealer awards" (further documentation can be provided on request).• Key relationships with large Western Australia deposit clients including Government Groups and "Not for profit" organisations, Large Corporates, Listed Mining companies and manufacturers (Listed engineers, seafood, retailers).Achievements:Successfully raised in excess of $200M in new bank treasury deposits/money market during the GFC.Third place out of forty-eight dealers (Multiple domestic/global banks and IBs) at the Australian financial markets trading course.Achieved the three highest team scores of the week as “chief dealer” of a simulated four-person trading team. Voted by peers to third place in the “dealer’s dealer awards”.