Mortgage & Finance Broker, Principal

• Nov 2021 - Present

Using experience, connections and reputation to help others. 2 decades lending money. Licenced credit financial advisor with purpose, ethics and empathy. Legally acting with duty of Client's Best Interests first. Using experience, connections and reputation to help others. 2 decades lending money. Licenced credit financial advisor with purpose, ethics and empathy. Legally acting with duty of Client's Best Interests first.

State Manager Growth

• Aug 2021 - Oct 2021

Growing the NSW Loan Market Team via (1) acquiring new Businesses (acquisition) and (2) building Businesses (organic growth). Growing the NSW Loan Market Team via (1) acquiring new Businesses (acquisition) and (2) building Businesses (organic growth).

Head of Brokers

• Jul 2020 - Aug 2021

-> Leading the team of experts across 3 Continents -> Annual volume lent more than doubled over my tenure -> Every broker achieved PBs many times over -> Grew team from 14 to 24 high performers -> Average Compliance score 98.5/100 from thousands of file reviews -> Staff Engagement at record level -> Zero regretted turnover -> We settled loans with more than 50 lenders -> Company and Individual Brokers have won every award across the industry, including Australian Mortgage Awards, Australian Broking Awards, Better Business Awards, Top Brokerages, Young Guns, Telstra Business Awards -> Introduced proper structure for lender strategic partnerships and priority programs -> Formalised many referrer partnerships -> We together donated hundreds of thousands to needy humans and communities. Show less

Senior Relationship Manager

• Mar 2020 - Jul 2020

State Sales Manager

• Jul 2017 - Mar 2020

During this tenure, Connective's market-share increased to a dominating ~29% of brokers in NSW. We added net 310+ members via consultative, compassionate and collaborative sales process. At it's foundation, Connective's innovative 100% fee structure was a shake-up on a traditional cost model, and was so successful it's been copied by many others. Connective purposefully innovates digitally and lifts the industry bar across all other service aspects. Leadership & Advocacy, Technology, Compliance, Training & Education. Achievement included: 2020 Winner - Best Aggregator BDM - Better Business Awards 2019 Winner - "Inspiration Award", Connective Excellence Award from Connective Chairman 2019 Winner - Best Aggregator BDM - FBAA Awards of Supremacy 2019 Finalist - Best Aggregator BDM - Australian Mortgage Awards 2019 Finalist - Best Aggregator BDM - MFAA Excellence Awards 2019 Winner - Best Aggregator BDM - Better Business Awards 2018 Winner - Best Aggregator BDM - FBAA Awards of Supremacy 2018 Finalist - Best Aggregator BDM - Australian Mortgage Awards 2018 Winner - Best Aggregator BDM - MFAA Excellence Awards Show less

Business Development Manager - Broker

• Sep 2015 - Jul 2017

Locate, onboard, educate, relationship manage and grow large portfolio of NSW / ACT Retail brokers. Largest annual deal volume delivered by a single Pepper BDM - ever - CY2016. My portfolio grew to the highest market-share penetration at Pepper Money. 2017 Finalist - Best Lender BDM - MFAA Excellence Awards Locate, onboard, educate, relationship manage and grow large portfolio of NSW / ACT Retail brokers. Largest annual deal volume delivered by a single Pepper BDM - ever - CY2016. My portfolio grew to the highest market-share penetration at Pepper Money. 2017 Finalist - Best Lender BDM - MFAA Excellence Awards

Relationship Manager - Broker

• Jan 2015 - Sep 2015

Targeted Sales Development and Relationship Management of an inherited portfolio of Mortgage and Finance Brokers. Targeted Sales Development and Relationship Management of an inherited portfolio of Mortgage and Finance Brokers.

Business Development Manager - Broker

• Dec 2012 - Dec 2014

Highly successful, award-winning Broker BDM. State-wide responsibility, carried jumbo portfolio. ME Bank is 100% owned by Industry Super Funds, delivering profits and growth to members' future. Highly successful, award-winning Broker BDM. State-wide responsibility, carried jumbo portfolio. ME Bank is 100% owned by Industry Super Funds, delivering profits and growth to members' future.

Founder, Director

• Jul 2011 - Nov 2012

Foundation of a new Tea Company - Brand design & development - Multi-Channel Sales (B2B & B2C) & Marketing strategies - Importation, Supplier, Stock & inventory management - Accounting & Finance management - Social Media & Web strategy & engagement - Staff engagement & management Foundation of a new Tea Company - Brand design & development - Multi-Channel Sales (B2B & B2C) & Marketing strategies - Importation, Supplier, Stock & inventory management - Accounting & Finance management - Social Media & Web strategy & engagement - Staff engagement & management

Relationship Manager - Broker

• Mar 2011 - Jul 2011

National Sales remit Primary responsibility for broker relationship management, training, lead generation and channel results. National Sales remit Primary responsibility for broker relationship management, training, lead generation and channel results.

Marketing Manager

• Apr 2009 - Mar 2011

Managing strategic multi-channel targetted marketing activities, including:- ATL & BTL branding- Sponsorship management- Event management & implementation- Collateral design & development- Web content development & management- Subject matter expert

Business Development Manager - Broker

• Feb 2007 - Apr 2009

- Third party distribution- Robust relationship management- Retail banking cross-sales strategies- Planning and highly effective autonomous time management- Results-oriented target overachievment

Business Development Officer - Broker

• Jan 2006 - Feb 2007

Stepping stone to BDM

Customer Relationship Team Manager

• Jun 2004 - Jan 2006