Chief Investment Officer

• Aug 2023 - Present

Responsible for Strategic Planning and Investment Partnerships, policies and procedures. Continued Distribution role, Marketing, Media, Presentations, Investor Relations, Head of Distribution Australia

Head of Distribution Australia

• May 2023 - Present

Head of Funds Distribution

• Dec 2021 - May 2023

Member of Leadership team. Member of various Investment Risk Compliance and Strategy Committees. Strategic Planning for Distribution team and key project influencer . Board submissions. Market segmentation. Strategic Alliances and joint ventures . Budgets Staff mentoring and appraisal. Presentations and conferences. Collaboration with Banking Treasury Funds Management Marketing Product Development Media Estate Planning Advice and Advisors. Investment Assistance for Universities Religious Organisations and Charities SMSF HNW Private Ancillary Funds Family Offices Advisory Groups Fund managers and Super Funds Financial Planners Show less

Senior Manager Wholesale

• Sep 2021 - Dec 2021

TPT wealth is the wealth management arm.of.MyState. Senior management role involving Managed Funds. Wholesale. Fixed Interest . Equities Income Growth Balanced. Family Office Private Ancillary Funds, Religious organisations, Charities, Universities ,Middle Market HNW SMSF . Media. Presentations çonferences education. Strategic alliances and joint ventures

Head of Funds Distribution

• Dec 2021 - May 2023

Senior Manager Wholesale

• Sep 2021 - Dec 2021

Director of Money Markets

• Jan 2021 - Sep 2021

Director - Business Development

• Aug 2020 - Jan 2021

Senior Manager Business Development

• Aug 2020 - Aug 2020

relationship management, business development, long term strategy and alliances, fixed Income, government bonds, corporate bonds, rmbs, hybrids; money market and treasury,, dealing with wholesale investors, government agencies, local councils, property developers, religious organisations, not for profit, , fund managers, asset and liability management, marketing, presentations, derivatives, strategic planning and alliances, joint ventures, media, primary and secondary market

Senior Manager Strategy

• Feb 2019 - Aug 2020

Senior management position in NFP. Government tender writing and submission, fundraising and philanthropy, government liaison, government submissions, corporate strategic alliances and jv. Private Ancillary Fund: corporate: HNW clients. Risk analysis and scenario analysis and strategic planning. major business development and relationship management Senior management position in NFP. Government tender writing and submission, fundraising and philanthropy, government liaison, government submissions, corporate strategic alliances and jv. Private Ancillary Fund: corporate: HNW clients. Risk analysis and scenario analysis and strategic planning. major business development and relationship management

Head Of Distribution

• 2018 - Feb 2019

Head of Business Development,, presentations, webinars, media, conferences, marketing strategies, equities and derivatives, strategic alliances and joint ventures, Head of Business Development,, presentations, webinars, media, conferences, marketing strategies, equities and derivatives, strategic alliances and joint ventures,

CEO Australia

• 2011 - Jan 2013

Inaugural CEO. Formerly The Asia Pacific Stock Exchange. Negotiation of partnerships. Development of listing rules. Liaise with ASIC and other agencies. Operational and strategic management. Policy development. Joint ventures with strategic partners such as Brokers Dealing Groups and Intermediaries. Board presentations Inaugural CEO. Formerly The Asia Pacific Stock Exchange. Negotiation of partnerships. Development of listing rules. Liaise with ASIC and other agencies. Operational and strategic management. Policy development. Joint ventures with strategic partners such as Brokers Dealing Groups and Intermediaries. Board presentations

State Manager WA

• Jan 2010 - May 2011

Managing 80 staff. Daily operations and compliance. Media and business development. Strategic planning and alliances. Staff procurement and development. Policy. Presentations Stockbroking and Wealth management. ECM. Capital raisings. Corporate governance and management. Managing 80 staff. Daily operations and compliance. Media and business development. Strategic planning and alliances. Staff procurement and development. Policy. Presentations Stockbroking and Wealth management. ECM. Capital raisings. Corporate governance and management.

Head of NSW Private Wealth

• 2008 - 2010

Head of Private Wealth NSW. Staff procurement and development. Policy. Stockbroking and Wealth management. Business Development and media Head of Private Wealth NSW. Staff procurement and development. Policy. Stockbroking and Wealth management. Business Development and media

Senior Stockbroker / Advisor

• Jan 2004 - Dec 2008

Stockbroking. HNW SMSF Media. Presentations for ASX and Australian Shareholders Association. Media on Sky Business and CNBC and free to air. Portfolio Management. Seminars and events. Retail fixed income. Derivatives accreditation Stockbroking. HNW SMSF Media. Presentations for ASX and Australian Shareholders Association. Media on Sky Business and CNBC and free to air. Portfolio Management. Seminars and events. Retail fixed income. Derivatives accreditation

Senior Stockbroker

• 1997 - 2004

Senior Portfolio Manager- Fixed Interest

• Jan 1990 - Dec 1996

Managing circa $1billion Fixed income money market and treasury portfolios. Asset and liability management. Mandate procurement and presentations. Price making. Bonds; FRN; Securitisation; Forex ;Bill Strip.; Commonwealth; Semi-government; Corporate; Eurobonds; Kangaroos; Credit Foncier; Tenders; Odd lots Managing circa $1billion Fixed income money market and treasury portfolios. Asset and liability management. Mandate procurement and presentations. Price making. Bonds; FRN; Securitisation; Forex ;Bill Strip.; Commonwealth; Semi-government; Corporate; Eurobonds; Kangaroos; Credit Foncier; Tenders; Odd lots