Experience

Money Rules

• Australia
• Financial Services
• 1 - 100 Employee

• Money Mentor - Showing Clients - How To - Manage Money, Eliminate Debt And Create Wealth

  • Feb 2006 - Present

  Finally, I am able to talk openly to people about real options on how to create long-term wealth by eliminating their debt, all without the need to destroy a forest in paperwork. I show clients a simple and easy to understand system on how to achieve debt elimination and realistic wealth creation results before we even start implementing. It is entirely feasible to be able to save hundreds of $1000's in wasted interest and years of lost time. All of this is run through the Money Rules program which shows clients how to manage their money in a much better way, enabling them to pay out their debts far more quickly and then create their wealth using the very same money they would have wasted in repayments. This same software is now being promoted to financial planners, mortgage brokers, accountants and money coaches. Whether already in a full-time financial practice or looking to work with a client base, Money Rules is the perfect basis for contacting clients, renewing relationships and getting them financially organized for life. Find out more about Money Rules and how it can work for you. www.MoneyRules.com.au/ria-forms Email ask @ MoneyRules.com.au Visit www.MoneyRules.com.au Show less



Outsource OK

• United States

• CEO

  • Jul 2012 - May 2015

  OutsourceOK was started after many failed opportunities presented to other organisations already working in the Philippines. Regretfully, it is one of the worst processes I have ever had to go through in the establishment of a business. If the local government regulations and requirements weren't already hard enough, the electricity, water and telephone providers just compounded the whole process. On top of that, local tradesmen, (and I use the term very loosely) often exhorted sums of money in order to do a job or bribe providers in order to have things expedited. Despite all the trials and tribulations of bureaucracy and officialdom, poor English skills and work ethics of the locals, I was finally able to establish a well run office to cater to my own needs. My friends knew how fussy I was, and then wanted to use my team, and so the office officially went commercial in July 2012. OutsourceOK boasts a resident in-house American marketing director who speaks English with clarity and understanding, and has more than 15 years of internet marketing experience to her credit. When outsourcing to a world of outsiders is complicated, knowing there is some-one who not just speaks English but can talk in terms of the project requirements is a great turn of events. Sadly, not everything works out as one would like or expect, and this venture has ceased to function since September 2015. Show less



Insurance Advisory Centre

• Australia
• Investment Management

• CEO

  • Oct 1987 - May 2006

  Financial planning from October 1987 until 2006 when I sold my practice. At the time I started I was with National Mutual which later became AXA Australia. I left the industry due to the fun having gone out of it through companies protecting themselves and politicians constantly changing rules, which affected the ordinary person and families. The people who needed the help most could no longer afford to get the advice they needed, so I decided to change tack, and find another way to help them. Show less



AXA

• Italy
• Glass, Ceramics and Concrete Manufacturing
• 1 - 100 Employee

• Insurance Adviser - Financial Planner

  • 1987 - 2006

  Corporate Superannuation - Business Insurance - Personal Retirement Planning, Family protection programs. Corporate Superannuation - Business Insurance - Personal Retirement Planning, Family protection programs.


NATIONAL MUTUAL LIFE ASSURANCE SOCIETY(THE)
• 1 - 100 Employee
• Insurance Adviser

  • Oct 1987 - Jun 1994