Experience

LDM Private Wealth
• Australia
• Financial Services
• 1 - 100 Employee
• Director

  • Nov 2018 - Present


BT Financial Group

• Accounting
• 1 - 100 Employee

• Partner & Senior Financial Adviser

  • Jun 2018 - Nov 2018

• Senior Financial Adviser

  • Jun 2011 - Oct 2018



Westpac

• Australia
• Banking
• 700 & Above Employee

• Senior Financial Adviser

  • Jun 2011 - Nov 2018

  Westpac Banking Corporation (WBC) is Australia's oldest banking and financial services group, with operations throughout Australia, New Zealand and the near Pacific region as well as offices in key financial centres around the world. BT Financial Group (BTFG) is the wealth management arm of the Westpac Group and encompasses a strong stable of market leading brands and capabilities. Today, the brands within BTFG provide customers with a full spectrum of wealth and advisory services to its clients including: • Superannuation & Retirement Planning • Insurance Need Analysis • UK Pensions • Estate Planning Needs • Wealth Creation (Growth or Income Needs) • Cash Flow Management • Debt Management • Business Succession Planning Key responsibilities and aspects of my role include: • Collaborating and working with business partners; facilitating the requirements for new business development. • Providing high-level advice to affluent individuals and entities who seek to align solutions and strategies in accordance with their objectives, in the areas of: • Superannuation and Retirement Planning, Wealth Creation/Investment Solutions, Risk Management and Asset Protection, Centrelink, Cash Flow Management, Debt Management and Tax Effective Solutions. • Managing a portfolio of clients, undertaking regular reviews of existing clients and revising financial strategies, when necessary, to reflect changing economic, legislative and client circumstances. • Attending to all facets of financial planning, including the formulation of financial strategies, alternative strategies, extensive research into products, financial modelling and identification of critical issues to develop a complex financial plan that is in a client's best interest. • Sustaining an awareness of legislative obligations and compliance to facilitate the provision of accurate, ethical advice and guidance to clients. • Liaising and working with management to ensure goals and key business requirements are met. Show less


Dominion Wealth Advice
• Associate Financial Planner

  • Mar 2006 - Jun 2011

Harvey Norman
• Australia
• Retail
• 700 & Above Employee
• Sales Consultant

  • Oct 1999 - Jun 2006

Total Financial Solutions
• Australia
• Investment Management
• Commissions Administrator

  • Oct 2001 - Mar 2006