General Manager - Inovayt Group

• Jul 2022 - Present

General Manager - Inovayt Finance

• Feb 2018 - Jul 2022

Inovayt is a financial advisory organisation that provides customers with tailored financial solutions within its two divisions, Inovayt Wealth and Inovayt Finance. With a team of highly experienced individuals our mission is to develop lasting relationships with clients; secured by trust, personalised service and professional advice for financial success. The Inovayt Finance arm offers our clients mortgage advice to suit individual situations with long-term financial goals at the forefront. Our advisory and brokering services include:• First home buyer loans• Home loans for upsizing or downsizing or moving location• Refinancing options taking into account market conditions• Investment property • Self-employed home loans• Construction loans• Development finance• Poor credit rating home loan adviceI’m an enthusiastic problem solver and solutions provider to our client’s issues within the business. I'm responsible for driving new business strategy, referrer relationship management and general business management. My focus is providing lifetime financial solutions by thoroughly understanding clients’ individual needs and goals.

Finance Broker

• Dec 2014 - Jul 2022

Inovayt is a financial advisory business that provides customers with tailored financial solutions within its two divisions, Inovayt Wealth and Inovayt Finance. Founded in 2007, Inovayt has a team of highly experienced individuals whose mission is to develop lasting relationships with clients; secured by trust, personalised service and professional advice for financial success. Inovayt Finance offers clients mortgage advice to suit individual situations with long-term financial goals at the forefront. Our advisory and brokering services include:• First home buyer loans• Home loans for upsizing or downsizing or moving location• Refinancing options taking into account market conditions• Investment property • Self-employed home loans• Construction loans• Development finance• Poor credit rating home loan adviceInovayt Wealth financial planners focus on supporting clients with future proofing finances and building wealth based on their individual goals and needs. The professional, experienced and qualified team undertakes detailed research to recommend the best financial solutions that will meet financial goals. This can include:• Managing and growing Superannuation• Preparing and planning for retirement• Insurances – including life, accidents, sickness and injury cover• Budget and financial structures advice• Investment strategies- First Home Buyers- Construction Loans- Refinance Loans- Investment Loans- Complex Loan Structures- Self Employed Loans- Development Finance- Low Doc Loans- Multiple Security Finance

Business and Relationship Manager

• May 2016 - Feb 2018

Inovayt is a financial advisory business that provides customers with tailored financial solutions within its two divisions, Inovayt Wealth and Inovayt Finance. Founded in 2007, Inovayt has a team of highly experienced individuals whose mission is to develop lasting relationships with clients; secured by trust, personalised service and professional advice for financial success. Inovayt Finance offers clients mortgage advice to suit individual situations with long-term financial goals at the forefront. Our advisory and brokering services include:• First home buyer loans• Home loans for upsizing or downsizing or moving location• Refinancing options taking into account market conditions• Investment property • Self-employed home loans• Construction loans• Development finance• Poor credit rating home loan adviceInovayt Wealth financial planners focus on supporting clients with future proofing finances and building wealth based on their individual goals and needs. The professional, experienced and qualified team undertakes detailed research to recommend the best financial solutions that will meet financial goals. This can include:• Managing and growing Superannuation• Preparing and planning for retirement• Insurances – including life, accidents, sickness and injury cover• Budget and financial structures advice• Investment strategies- Business Operations- Referrer Relationship Development- Mortgage Advisor Training- Mortgage Advisor Onboarding- Business Development

File Manager

• Jul 2013 - May 2016

Inovayt is a financial advisory business that provides customers with tailored financial solutions within its two divisions, Inovayt Wealth and Inovayt Finance. Founded in 2007, Inovayt has a team of highly experienced individuals whose mission is to develop lasting relationships with clients; secured by trust, personalised service and professional advice for financial success. Inovayt Finance offers clients mortgage advice to suit individual situations with long-term financial goals at the forefront. Our advisory and brokering services include:• First home buyer loans• Home loans for upsizing or downsizing or moving location• Refinancing options taking into account market conditions• Investment property • Self-employed home loans• Construction loans• Development finance• Poor credit rating home loan adviceInovayt Wealth financial planners focus on supporting clients with future proofing finances and building wealth based on their individual goals and needs. The professional, experienced and qualified team undertakes detailed research to recommend the best financial solutions that will meet financial goals. This can include:• Managing and growing Superannuation• Preparing and planning for retirement• Insurances – including life, accidents, sickness and injury cover• Budget and financial structures advice• Investment strategies- Client Management- Business Relationship Management- Data Entry- Third Party Liaison- Lead Qualifier

Stores Manager

• 2012 - 2013