Director

• Nov 2019 - Present

Principal

• May 2018 - Nov 2019

Senior Relationship Manager

• Feb 2016 - Nov 2019

In a market where we are spoiled for choice, as a property investor it becomes more about avoiding the traps and identifying the safe havens. Providence Property Group is a leading Property Research, Investment and Advisory Firm, whose goal is to marry you to the property that's right for you.Who We AreSince 2006 we have helped our clients make distinctive, lasting and substantial improvements to their income and asset position through property with ease, direction and confidence. We run a very successful B2B business model and currently work with more than 250 Accountants, Financial Planners and Mortgage Brokers, helping them add an additional quality service to their practice and helping their clients reach their financial goals through ethical, sustainable and responsible property investing.How We HelpWe work with clients to establish their investment criteria and go so far as to utilizing their financial position to provide them with their expected post tax Income or Cost from their chosen investment. Over 90% of our stock is off market, meaning that it is not publicly advertised and we negotiate a discounted rate for our clients.

Associate Director Institutional Sales | CFDs | FX | Equities

• Feb 2015 - Feb 2016

Invast Financial Services in Australia is fully supported by our parent company - Invast Securities whose history dates back to 1960 in Japan. Since then, Invast has been listed on the JASDAQ and expanded to Sydney in 2013, enabling Invast to accept clients from around the globe.As one of the most exciting companies that has been turning heads in the Forex space through their innovative range of professional trading products, Invast's mission is to provide an unparalleled level of service through Integrity, Surprise and Innovation to global traders and investors.

Business Development Director & Account Manager

• May 2009 - Dec 2014

My responsibilities included:-Naming & Registering the Business through ASIC.-Creating Brand Recognition by Logo and Website Design-Managing Client Investment Accounts -Editing and composing website content-Designing and Executing Marketing and Email Campaigns-Sourcing new business and strategic alliances-Leading a team of Financial Advisors-Developing Strategic Partnerships

Financial Advisor; Snr Business Development Associate

• Jan 2014 - Nov 2014

Responsible for managing every facet of a full-service securities dealing company including trading operations, sales & marketing, licensing & accreditation, human resource management and financial management.-Responsible for planning, developing and implementing strategies to establish a new business, gain clients, increase sales, expand market share, enhance company profile and achieve other corporate objectives.-Design, develop and coordinate the company logo, newsletter, website, and continuous enhancement of website content.-Develop and coordinate advertising and promotional campaigns including media releases, distribution of promotional incentive materials, SMS and email mailouts, and other digital marketing campaigns.-Perform target marketing, direct marketing and networking to identify potential clients in various sectors of education, business and industry.-Follow-up all leads through calls and client site visits. Conduct presentations and maximise all visits by converting all prospects into actual clients.-Responsible for developing, implementing and promoting the electronic Weekly Newsletter providing up-to-the-minute equities trading news and advice regarding trade opportunities.-Conduct Information Days, workshops and other functions for prospective clients. Maximise all prospective client contact by converting them into actual clients.

Financial Advisor; Director of Business Development

• Jul 2011 - Feb 2014

Formerly YBR Securities Pty Ltd, SCME has allowed us to grow our business by taking advantage of the experience, contacts and reputation of Strategic Capital Management Pty Ltd.

Financial Advisor; Director of Business Development

• Jul 2011 - Jan 2014

Later changed its name to SCM Equities Pty Ltd.Myself and three other brokers moved here from our previous employer (Kinetic).We developed our website www.theweeklywrap.com.au. We became business partners and directors of The Weekly Wrap Pty Ltd. We used the Wrap as a constant medium to communicate with our loyal clients and prospective clients.We have since developed 3 different styles of investing from Structured Protected Income to High Growth.

Snr Sales Executive

• Sep 2008 - Jul 2011

Kinetic was the second firm I worked at. More confident from my first role at Halifax I started concentrating more on business development.Working closely with 21st Century Education. This partnership took me all around Australia, New Zealand and Fiji. I attended all of their workshops as 21CE's Proffered Broker Representative.My duties included signing up prospects and converting them into clients.It was at Kinetic Securities that I was inspired to start my own investment Newsletter, The Weekly Wrap in 2009. The purpose of the Wrap was to inform clients and prospects of different opportunities in the current market and our strategic approach to take advantage of these opportunities. Our clients participate in our trade ideas and performance sent via email while we execute the entry and exit of trades on their behalf.TheWeeklyWrap.com.au is now a registered company and all of our Investment emails can be found on our website archive.

SALES ASSOCIATE & EXECUTION DEALER

• Mar 2006 - Sep 2008

My first job in the finances industry. This opened my eyes to the world of Wealth Creation and Management. My duties included but were not limited to:• Placing Client Investment orders• Research through Bloomberg• Phone and Online support of client trading systems• Presenting to large groups regarding specific strategies and platforms• Prospecting for new business• Attending Client Events