Experience

Empire Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Oct 2014 - Present

  Empire Financial Group helps smart people, who value their time, make clever decisions with their money. All EFG clients receive a personalised financial strategy based on their own individual goals and I am one of the dedicated team charged wtiht keeping clients on track to achieving these goals. We create, implement and monitor personalised financial strategies and make sure all insurances and estate plans are in place to safe guard these strategies. We pay particular attention to legislative changes and adapt our client’s strategy to work with unforeseen or planned changes. I specialise in helping clients who have migrated to Australia and those employed by the public sector in WA. Migrants are often at a disadvantage because they are starting their effectively starting again at their wealth accumulation. I help them to catch up and often be in better financial health than those born and bred here. Specialisms UK Pension Transfers, GESB, Insurance, Financial Planning, Retirement Planning, Superannuation, Pensions and Estate Planning



Pensions Transfers Direct

• Financial Planner

  • Jan 2011 - Oct 2014

  As a Financial Planner I worked with primarily UK migrants, providing them with specialised financial advice around their UK pension, transfer, insurance and investment needs. As a Financial Planner I worked with primarily UK migrants, providing them with specialised financial advice around their UK pension, transfer, insurance and investment needs.



Pensions Transfer Direct

• General Manager

  • Jan 2006 - Jan 2011

  As the General Manager at PTD I managed the team and I was responsible for the business development of the largest UK pension transfer company in the world. I presented seminars on behalf of the major banks on the technicalities of UK pensions. I met with providers, industry experts and members of the public in all states of Australia and throughout the UK. Specialisms UK Pension Transfers, Seminars, Financial Planning, Retirement Planning, Insurance As the General Manager at PTD I managed the team and I was responsible for the business development of the largest UK pension transfer company in the world. I presented seminars on behalf of the major banks on the technicalities of UK pensions. I met with providers, industry experts and members of the public in all states of Australia and throughout the UK. Specialisms UK Pension Transfers, Seminars, Financial Planning, Retirement Planning, Insurance



Legal & General

• United Kingdom
• Financial Services
• 700 & Above Employee

• Pensions Transfer Specialist

  • Jan 2003 - Nov 2005

  I worked in the Pensions Transfers Team for one of the largest UK providers of product and services. In this role honed my transfer technical knowledge by working with those transferring their pensions within the UK and overseas.

• Insurance Application ( Non-medical underwriting)

  • Jan 2002 - Jan 2003

  When I started with Legal and General I worked in the Insurance Application department, where I made basic level underwriting decisions for insurance applications.