Experience

Ally Wealth Management

• United States
• Investment Management

• Senior Financial Adviser

  • Jan 2021 - Present

  Ally Wealth Management was created by Australian Expats for Australians at home and abroad. At Ally Wealth Management we overcome the unique challenge that expats face when it comes to finding comprehensive, transparent and flexible solutions for their own financial affairs, Ally Wealth Management was set up to ensure that our clients feel at ease and ‘at home’ with us – wherever in the world they may be. As a Senior Financial Adviser within Ally Wealth Management I provide full holistic financial advice to our private client base, no matter where they reside in the world. Advice areas include: - Wealth Management - Investment Advice - Personal & Business Insurance - Superannuation - Retirement Planning - Cash Flow Management - Tailored Advice for Australian Expatriates - Repatriation Planning & Advice - Savings Strategies www.allywealth.com.au Show less



Mentor1 Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Financial Adviser

  • Sep 2020 - Jan 2021

  Mentor1 Group is a group that consists of Mentor1 Financial Advice, Mentor1 Property, Mentor1 Lending & Mentor1 Accounting. A group that is passionate about clients in all areas of their financial life and maximising lifestyle aspirations. As a Senior Financial Adviser within Mentor1 Financial Advice I provide full holistic financial advice to our private client base to maximise the growth and share of wallet within the group. Advice areas range from: - Superannuation - Self-Managed Superannuation - Limited recourse borrowing arrangements - Investments (Including IDPS, Managed Funds, Direct equities, ETF's, MDA's) - Margin Lending - Estate Planning - Family Structures - Cashflow management - Retirement planning (including Pensions, Annuities & Retirement cashflow) - Social Security (Centrelink) - Aged Care - Personal Risk Insurance - Business Risk Insurance Show less



Austbrokers Life

• Australia
• Insurance
• 1 - 100 Employee

• Financial Adviser

  • Aug 2019 - Aug 2020

  Austbrokers Life is a large life insurance advice business aligned to the Austbrokers general insurance network under the AUB Group umbrella. ABFS specialises in personal & business risk insurance advice for all individuals. Roles included: - Personal Risk Advice for new & existing clients - Management of the small corporate superannuation book - Limited superannuation advice strategies - Broker engagement to drive referrals of new business Austbrokers Life is a large life insurance advice business aligned to the Austbrokers general insurance network under the AUB Group umbrella. ABFS specialises in personal & business risk insurance advice for all individuals. Roles included: - Personal Risk Advice for new & existing clients - Management of the small corporate superannuation book - Limited superannuation advice strategies - Broker engagement to drive referrals of new business



Domane Financial Advisers

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Apr 2017 - Jun 2019

  Domane Financial Advisers is a boutique financial planning practice that specialised in Financial planning, Accounting, Corporate Superannuation and Mortgages. After the retirement of the Managing director and the sale of Domane to Lifestyle Financial Planning I took over a small book of clients for ongoing financial management, reviews and to grow this book. Roles included: - Private client reviews - New business clients and targets - Advice seminars to our corporate superannuation partners - 1-1 corporate super client appointments - Investment methodologies Advice areas ranged from: - Superannuation - Self-Managed Superannuation - Investments (Including IDPS, Managed Funds, Direct equities, ETF's) - Estate Planning - Cashflow management - Retirement planning - Risk Insurance I was made redundant from Domane/Lifestyle in June 2019. Show less



ANZ

• Australia
• Banking
• 700 & Above Employee

• Advice Assistant - ANZ Private

  • Feb 2016 - Apr 2017

  ANZ Private is an area of ANZ Bank which specialises in Banking, Investment, Advice & strategic planning for the banks High Net Worth, Ultra-High Net Worth, Family Office & Wholesale client base. Aligned to a Senior Private Wealth Adviser, I assisted in the development of the strategy and advice for Private wealth clients. Duties Included:- Client meetings / Main contact point for clients - Preparation of advice documents- Implementation of Advice, including trades, buy/sells, account management & administrationAdvice areas ranged from:- Superannuation - Self-Managed Superannuation- Limited recourse borrowing arrangements - Investments (Including IDPS, Managed Funds, Direct equities, ETF, MDA)- Estate Planning- Complex family structure planning- Cashflow management- Retirement planning- Windfalls Show less

• Relationship Manager - OnePath Insurance

  • Nov 2014 - Feb 2016

  OnePath is a large Australian Personal Life insurer with an extensive range of insurance solutions such as:- Life Insurance- Total & Permanent Disability Insurance- Trauma & Critical illness Insurance- Income Protection- Business Expenses Insurance- Child Death & Trauma CoverAs a relationship manager I worked in a team of 4 and we would be the central contact point for OnePath's top 180 insurance policy writers (Financial Advisers) for all queries relating to, but not limited to:- Policy Applications- Underwriting - In-Force policy alterations- Cancellations / Policy Retention- Quoting New & Existing Business- Supporting Senior Business Development managers with policy matters. Show less