Experience

Optimal Financial Services

• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Dec 2020 - Present

• Paraplanner

  • Oct 2019 - Present

  Optimal Financial Services provides an extensive range of Financial Planning services, including: Wealth creation strategies Investment planning and portfolio management services Superannuation strategies (including Self-Managed Super Funds) Retirement planning Centrelink support and advice Personal insurance requirements Estate planning  Stockbroking services



Northpoint Toyota

• Australia
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Chief Financial Officer and Branch Manager

  • Feb 2019 - Oct 2019

  Chief Financial Officer for the Northpoint Group, incorporating;- Finance- Administration- HR- IT- Health & SafetyBranch Manager at the Hillcrest Dealership with responsibility for leading the following teams;- New car sales (Toyota)- Used car sales- Finance & Insurance- Service department

• Chief Financial Officer

  • Jun 2010 - Oct 2019

  Responsible for Finance, Administration, HR and IT functions with Northpoint, an employer of 200+ people.


Coca-Cola Amatil
• New Zealand
• Retail
• 1 - 100 Employee
• Commercial Manager

  • 2004 - 2010

Centrebet
• United Kingdom
• Financial Controller

  • May 2000 - Mar 2004


Price Waterhouse

• United States
• Accounting
• 1 - 100 Employee

• Manager

  • Dec 1994 - Mar 1997

• Assistant Manager

  • Jan 1990 - Nov 1994