Experience

La Trobe Financial

• Australia
• Financial Services
• 300 - 400 Employee

• Director - Client Partnerships

  • Apr 2021 - Present



Westpac

• Australia
• Banking
• 700 & Above Employee

• Director, Westpac Private Bank

  • Dec 2019 - Apr 2021

  Westpac Private Bank is one of Australia’s most awarded Private Banks and the trusted partner of high net worth individuals. Private banking is a profession where personal contact is paramount. As a Relationship Director, I appreciate the complexity of the lives of my clients and am well placed to understand their needs by offering an exceptional personalised service which can take care of all aspects of their and their family’s financial affairs. At Westpac Private Bank, we offer expertise across a range of sophisticated financial solutions and by harnessing the resources of the Westpac Group we open doors to extensive opportunities and specialist advice on investments. Show less



Bank of Melbourne

• Australia
• Banking
• 500 - 600 Employee

• Senior Private Banker

  • Sep 2016 - Dec 2019

  Bank of Melbourne Private helps successful Victorians manage, protect and grow their wealth. As a Private Banker in a truly Victorian Private Bank I pride myself on delivering exceptional personal service in every aspect of my clients and their family’s financial affairs. Bank of Melbourne Private helps successful Victorians manage, protect and grow their wealth. As a Private Banker in a truly Victorian Private Bank I pride myself on delivering exceptional personal service in every aspect of my clients and their family’s financial affairs.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Relationship Manager

  • Sep 2008 - Aug 2016