Experience

Fourth Line

• Australia
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Jan 2023 - Present

• Chief Operating Officer

  • Jan 2022 - Dec 2022

• Head Of Business Development

  • Aug 2020 - Dec 2021



Victoria University

• Australia
• Higher Education
• 700 & Above Employee

• Adjunct Fellow (Victoria University Business School)

  • Mar 2021 - Present

  This honarary appointment allows me to engage as a Subject Matter Expert (SME) with Victoria University to provide: • industry-relevant oversight of the online postgraduate suit of courses Financial Planning (Graduate Certificate & Graduate Diploma); and • advice on academic and professional matters related to the postgraduate suit of courses in Financial Planning (Graduate Certificate and Graduate Diploma) The role is in support of Associate Professor Romana Garma, Head of… Show more This honarary appointment allows me to engage as a Subject Matter Expert (SME) with Victoria University to provide: • industry-relevant oversight of the online postgraduate suit of courses Financial Planning (Graduate Certificate & Graduate Diploma); and • advice on academic and professional matters related to the postgraduate suit of courses in Financial Planning (Graduate Certificate and Graduate Diploma) The role is in support of Associate Professor Romana Garma, Head of VUBS. Show less This honarary appointment allows me to engage as a Subject Matter Expert (SME) with Victoria University to provide: • industry-relevant oversight of the online postgraduate suit of courses Financial Planning (Graduate Certificate & Graduate Diploma); and • advice on academic and professional matters related to the postgraduate suit of courses in Financial Planning (Graduate Certificate and Graduate Diploma) The role is in support of Associate Professor Romana Garma, Head of… Show more This honarary appointment allows me to engage as a Subject Matter Expert (SME) with Victoria University to provide: • industry-relevant oversight of the online postgraduate suit of courses Financial Planning (Graduate Certificate & Graduate Diploma); and • advice on academic and professional matters related to the postgraduate suit of courses in Financial Planning (Graduate Certificate and Graduate Diploma) The role is in support of Associate Professor Romana Garma, Head of VUBS. Show less



myIntegrity in Practice (myIP) - FASEA Standards & Exam Advisory Programs

• Melbourne, Australia

• Principal

  • Jan 2019 - Present

  I believe the FASEA Standards represent an enormous opportunity to "reset" the Financial Advice industry and the Standards create an ideal ethical platform for the evolution of the industry and a framework for the Next Generation of Financial Advisers. myIntegrity in Practice (myIP) solutions include our high-regarded FASEA EXAM PREPARATION Programs, individual Career Pathway advice to New Financial Advisers, individual Adviser Education Health Checks, tailored Adviser Higher Education… Show more I believe the FASEA Standards represent an enormous opportunity to "reset" the Financial Advice industry and the Standards create an ideal ethical platform for the evolution of the industry and a framework for the Next Generation of Financial Advisers. myIntegrity in Practice (myIP) solutions include our high-regarded FASEA EXAM PREPARATION Programs, individual Career Pathway advice to New Financial Advisers, individual Adviser Education Health Checks, tailored Adviser Higher Education Plans, CPD programs, and guidance to Licensees on Professional Year Program requirements for New Financial Advisers. Our Programs are designed to help Financial Advisers, who are often time-poor and overwhelmed by the amount of change currently taking place, “filter out and distill” all the noise and confusion regarding the FASEA Standards so they can focus on the important aspects. The aim is to provide peace of mind that the actions they take will be compliant, worthwhile and not a waste of their time. Show less I believe the FASEA Standards represent an enormous opportunity to "reset" the Financial Advice industry and the Standards create an ideal ethical platform for the evolution of the industry and a framework for the Next Generation of Financial Advisers. myIntegrity in Practice (myIP) solutions include our high-regarded FASEA EXAM PREPARATION Programs, individual Career Pathway advice to New Financial Advisers, individual Adviser Education Health Checks, tailored Adviser Higher Education… Show more I believe the FASEA Standards represent an enormous opportunity to "reset" the Financial Advice industry and the Standards create an ideal ethical platform for the evolution of the industry and a framework for the Next Generation of Financial Advisers. myIntegrity in Practice (myIP) solutions include our high-regarded FASEA EXAM PREPARATION Programs, individual Career Pathway advice to New Financial Advisers, individual Adviser Education Health Checks, tailored Adviser Higher Education Plans, CPD programs, and guidance to Licensees on Professional Year Program requirements for New Financial Advisers. Our Programs are designed to help Financial Advisers, who are often time-poor and overwhelmed by the amount of change currently taking place, “filter out and distill” all the noise and confusion regarding the FASEA Standards so they can focus on the important aspects. The aim is to provide peace of mind that the actions they take will be compliant, worthwhile and not a waste of their time. Show less



myintegrity in Practice (myIP)

• Melbourne, Victoria, Australia

• Higher Education Consultant - Subject Matter Expert (SME)

  • Sep 2019 - Dec 2021

  * Create & develop online courses and program solutions to meet the FASEA Higher Education Standards. * Create & develop assessments tools and activities to meet the requirements of the FASEA Standards Curriculum. * Design & deliver workshop training programs to Financial Advice Professionals, which are aligned to the FASEA Higher Education Standards. * Create & develop online courses and program solutions to meet the FASEA Higher Education Standards. * Create & develop assessments tools and activities to meet the requirements of the FASEA Standards Curriculum. * Design & deliver workshop training programs to Financial Advice Professionals, which are aligned to the FASEA Higher Education Standards.



Integrity Education Group

• Australia
• Higher Education
• 1 - 100 Employee

• Managing Director - Financial Planning & Mortgage Broking Training

  • Aug 2010 - Sep 2019

  Integrity specialises in helping Financial Professionals (Financial Advisers & Accountants) provide quality advice in a compliance manner through education and training aligned to the FASEA Standards, tailored Adviser Education Plans, FASEA Exam Preparation, CPD content, & Licensee guidance on Professional Year (New Entrant) requirements. Responsibilities * Strategy Development (including Marketing Strategy) - design/create content & implement marketing initiatives across a range of… Show more Integrity specialises in helping Financial Professionals (Financial Advisers & Accountants) provide quality advice in a compliance manner through education and training aligned to the FASEA Standards, tailored Adviser Education Plans, FASEA Exam Preparation, CPD content, & Licensee guidance on Professional Year (New Entrant) requirements. Responsibilities * Strategy Development (including Marketing Strategy) - design/create content & implement marketing initiatives across a range of products, targeting specific markets, using digital & offline mediums * Lead Product Design & Development – design and implement innovative financial qualifications at the Certificate IV, Diploma & Advanced Diploma levels and ensure they are suitable for various audiences * Provide strategic advice regarding complex regulatory matters within the Australian financial system and regulatory environment, including a focus on the FASEA Professional Standards for Financial Advisers * Simplify often complex information for delivery to varied audiences using strong communication skills, including presentations at Dealer Group Professional Development Days about FASEA Standards and the Financial Adviser Education & Regulatory environment * Industry & Stakeholder Engagement - build and maintain multiple strategic partnerships with Industry Employers, Skills Councils, Government Departments, and other Stakeholders * Government Tenders - responsible for detailed submissions to win Government Contract to deliver Government Funded Training Programs * Career Coaching & Support - a key function of my role is to utilize my years of professional experience to provide guidance, coaching and support to individual Students as they seek to positively impact their lives in their journey from education to industry * People Management - responsible for new hires, & along with the Operations Manager involved in staff induction, staff training & development, sharing the vision of Integrity's purpose and direction Show less Integrity specialises in helping Financial Professionals (Financial Advisers & Accountants) provide quality advice in a compliance manner through education and training aligned to the FASEA Standards, tailored Adviser Education Plans, FASEA Exam Preparation, CPD content, & Licensee guidance on Professional Year (New Entrant) requirements. Responsibilities * Strategy Development (including Marketing Strategy) - design/create content & implement marketing initiatives across a range of… Show more Integrity specialises in helping Financial Professionals (Financial Advisers & Accountants) provide quality advice in a compliance manner through education and training aligned to the FASEA Standards, tailored Adviser Education Plans, FASEA Exam Preparation, CPD content, & Licensee guidance on Professional Year (New Entrant) requirements. Responsibilities * Strategy Development (including Marketing Strategy) - design/create content & implement marketing initiatives across a range of products, targeting specific markets, using digital & offline mediums * Lead Product Design & Development – design and implement innovative financial qualifications at the Certificate IV, Diploma & Advanced Diploma levels and ensure they are suitable for various audiences * Provide strategic advice regarding complex regulatory matters within the Australian financial system and regulatory environment, including a focus on the FASEA Professional Standards for Financial Advisers * Simplify often complex information for delivery to varied audiences using strong communication skills, including presentations at Dealer Group Professional Development Days about FASEA Standards and the Financial Adviser Education & Regulatory environment * Industry & Stakeholder Engagement - build and maintain multiple strategic partnerships with Industry Employers, Skills Councils, Government Departments, and other Stakeholders * Government Tenders - responsible for detailed submissions to win Government Contract to deliver Government Funded Training Programs * Career Coaching & Support - a key function of my role is to utilize my years of professional experience to provide guidance, coaching and support to individual Students as they seek to positively impact their lives in their journey from education to industry * People Management - responsible for new hires, & along with the Operations Manager involved in staff induction, staff training & development, sharing the vision of Integrity's purpose and direction Show less



Education Industry

• Learning & Education Consultant - Financial Planning & Mortgage Broking

  • 2006 - 2010

  Lead role in the startup / turn around of three Registered Training Organisations: * RG146 Training Australia * Investment Banking Institute * International Institute of Technology I was responsible for: * Product Design & Development - design & deliver/facilitate innovative education programs as Nationally Accredited qualifications at the Certificate IV, Diploma & Advanced Diploma levels. * Marketing Strategy - design, create engaging content & implement… Show more Lead role in the startup / turn around of three Registered Training Organisations: * RG146 Training Australia * Investment Banking Institute * International Institute of Technology I was responsible for: * Product Design & Development - design & deliver/facilitate innovative education programs as Nationally Accredited qualifications at the Certificate IV, Diploma & Advanced Diploma levels. * Marketing Strategy - design, create engaging content & implement marketing initiatives. * Event Management - organise, prepare for, and execute face to face workshops, and information evenings. * Industry & Stakeholder Engagement - build and maintain strategic partnerships with Industry Employers, Skills Councils, Government Departments, and other Stakeholders. * People Management - responsible for new hires, staff induction, staff training and development. * Government Tenders - responsible for detailed submissions to win Government Funded Training Programs. * Compliance and Assurance with the Australian Skills Quality Authority (ASQA), & the Victorian Department of Education and Skills Training. Show less Lead role in the startup / turn around of three Registered Training Organisations: * RG146 Training Australia * Investment Banking Institute * International Institute of Technology I was responsible for: * Product Design & Development - design & deliver/facilitate innovative education programs as Nationally Accredited qualifications at the Certificate IV, Diploma & Advanced Diploma levels. * Marketing Strategy - design, create engaging content & implement… Show more Lead role in the startup / turn around of three Registered Training Organisations: * RG146 Training Australia * Investment Banking Institute * International Institute of Technology I was responsible for: * Product Design & Development - design & deliver/facilitate innovative education programs as Nationally Accredited qualifications at the Certificate IV, Diploma & Advanced Diploma levels. * Marketing Strategy - design, create engaging content & implement marketing initiatives. * Event Management - organise, prepare for, and execute face to face workshops, and information evenings. * Industry & Stakeholder Engagement - build and maintain strategic partnerships with Industry Employers, Skills Councils, Government Departments, and other Stakeholders. * People Management - responsible for new hires, staff induction, staff training and development. * Government Tenders - responsible for detailed submissions to win Government Funded Training Programs. * Compliance and Assurance with the Australian Skills Quality Authority (ASQA), & the Victorian Department of Education and Skills Training. Show less



Mentor Education

• Australia
• Education Administration Programs
• 1 - 100 Employee

• Financial Planning Trainer & Assessor

  • Jun 2006 - Jul 2007



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Financial Planner (Self Employed)

  • 2004 - 2006



Westpac

• Australia
• Banking
• 700 & Above Employee

• Financial Planner - Executive & Priority

  • 2001 - 2004



Bank of Melbourne

• Australia
• Banking
• 500 - 600 Employee

• Financial Adviser

  • 1998 - 1999



Donnelly Money Management (DMM)

• Melbourne, Victoria

• Financial Adviser

  • 1996 - 1998