Experience

Australian Business Growth Fund (ABGF)

• Australia
• Financial Services
• 1 - 100 Employee

• CBA Secondee

  • Oct 2023 - Present

  At ABGF we provide business owners with access to growth capital that comes with investment support such as strategic insights and access to network connections, with a view to help take their business to the next level. At ABGF we provide business owners with access to growth capital that comes with investment support such as strategic insights and access to network connections, with a view to help take their business to the next level.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Director

  • Feb 2022 - Present

  At CBA Asset finance we provide solutions that are the full spectrum of customers’ needs from the smallest businesses to the largest corporate. We have accountability for Cash Management, Payments, Business Lending and Commerce Solutions as well as managing the end-to-end business customer experience. The team is also responsible for delivering tailored solutions to support our business customers.The segment we focus on is businesses that typically turnover greater than $150m and or have Lending needs greater than $50m, delivering on a range of needs and requirements, including, cash flow, capital, wealth, risk management and international trade.I can provide working capital solutions, offering fresh thinking, insights and guidance to assist our clients in growing and managing their working capital needs. I aim to be consistently relevant and visible to both my internal network and external customers through a commitment to customer service and deep knowledge of assets and industries, which sets CBA apart from our competitors. RESPONSIBILITIES• Delivering asset finance solutions to, Major Clients group, Corporate and Agri-Business (Specialised Agri Solutions and Regional Agri-Business) customers in WA, SA & NT Markets.• By anticipating the need for and delivering long-term sophisticated asset financial solutions to help ensure that all aspects of customers' wealth accumulation goals are met.• Building a professional profile within the centres by effective networking & leveraging of the current portfolio.• Maintaining the overall quality of portfolio in accordance with Group guidelines, conducting reviews as required and identifying and controlling risk exposure to prevent run-offs.• Providing total client relationship management, including recommendation and introduction of other products. Show less

• Asset Finance Senior Manager

  • Oct 2017 - Feb 2022

• Executive - Client Acquistion

  • Feb 2016 - Oct 2017

  The Client Acquisition Team is a national team that drives origination of new high value clients for Corporate Financial Services. The Team is experienced in the execution of complex financing solutions where close collaboration and dedicated focus are required to provide mid-market Australia with leading and innovative capital solutions.The Corporate Finance team I work for at CBA specialises in:1. Acquisition, target identification & funding (to expand your business beyond organic growth).2. Cash flow lending without tangible security.3. Debt Advisory support.4. Succession mapping for the owners of the business to exit.5. Equity placement (including private equity, high net worth individuals and mid-market IPO’s).Our core focus areas are to:• Drive the Origination of High Value Clients | Leveraging professional and personal networks, to identify and establish new relationships with top end corporate and commercial clients | To not only increase Corporate Financial Services’ brand and awareness in the market, but to bring on new-to-bank clients.• Sales Engagement Excellence | Enhance client relationships through providing superior options for lending, transactional banking, risk management and investment options through engaging and collaborating with Specialists and leveraging Team capability.• Lead the Execution of Complex Transactions | Through structuring market leading solutions and managing the end-to-end process to ensure the clients full financial needs are met, increasing the Bank’s market share of mid-market corporate clients.We position the Commonwealth Bank as the market leader through providing value in structuring innovated capital solutions and valuable experiences for our clients. We do this through developing a deep understanding of clients, their industry and leveraging our value proposition to connect in a way that is relevant, meaningful and compelling to our clients. Show less

• Asset Finance - Business Development Manager - Corporate Banking

  • Oct 2012 - Feb 2016

  Business Development Manager - Asset Finance for QLD Corporate Finance & Regional Agri-Business at Commonwealth Bank of Australia (CBA)Part of a Corporate Financial Service team (Client Acquisition & Advisory) that specialises in:1. Acquisition funding and target identification (to expand your business beyond organic growth)2. Cashflow lending without tangible security3. Debt Advisory support4. Succession mapping for the owners of the business to exit5. Equity placement (including private equity, high net worth individuals and mid-market IPO’s)My role primarily is to source new to bank (N2B) asset finance business, with a view to increasing & contributing to growing the Corporate Banking Asset Finance market share in QLD for CBA. I provide advice on the assets that our clients acquire for their business, on deal structuring and pricing, as well as industry insights and solutions.For off-balance sheet solutions we arrange funding lines & work closely with our specialist business partners:AARM (Australasian Asset Residual Management) for residual value guaranteesEquiGroup - who offer financing solutions for technology and medical assets SG Fleet - who look after fleets of cars, forklifts and trucks Show less



ANZ

• Australia
• Banking
• 700 & Above Employee

• Asset Finance Manager

  • Oct 2002 - Oct 2012

  I provide advice on the assets that our clients acquire for their business, on deal structuring and pricing, as well as industry insights and solutions. During my tenure at ANZ I have worked in the following markets: Brisbane Metro - Commerical & Private Banking - Apr 2007 - Oct 2012 South & West QLD - Regional & Business Banking - Feb 2006 - Apr 2007 North Queensland - Regional & Business Banking - Oct 2004 - Feb 2006 Melbourne - Commerical Phone Banking - Oct 2002 - Oct 2004 I provide advice on the assets that our clients acquire for their business, on deal structuring and pricing, as well as industry insights and solutions. During my tenure at ANZ I have worked in the following markets: Brisbane Metro - Commerical & Private Banking - Apr 2007 - Oct 2012 South & West QLD - Regional & Business Banking - Feb 2006 - Apr 2007 North Queensland - Regional & Business Banking - Oct 2004 - Feb 2006 Melbourne - Commerical Phone Banking - Oct 2002 - Oct 2004