Experience

Fitzpatricks Private Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Head of Equity Partnerships and Growth

  • Jun 2020 - Present

  The Partnering and Growth Team at Fitzpatrick’s exists to deliver organic and inorganic (M&A) growth programs to our HNW client-focussed adviser partners. As Head of Equity Partnerships and Growth, my role is to leverage my experience in running, as well as buying and selling, financial advisory firms, to partner with those advice professionals who have a passion for growth and who wish to turn their practices into sustainable businesses that are run better, worth more and will thrive beyond the working life of the Principals.Fitzpatrick’s innovative ‘run, grow and exit’ solutions allow our advice partners to maximise and realise business value over time, while at the same time delivering an outstanding experience to clients via our practice management programs and signature advice coaching program ‘Lead Adviser’.Partnership and community are not just buzz words for us, they are a way of life and the networking opportunities for our adviser partners are second to none.I am a Certified Financial Planner with a Masters in Applied Finance and Bachelor of International Business.I am proud to be a Director of Fitzpatrick’s Private Wealth and Director on a number of our equity partner firm boards.

• CEO - Retirement Victoria / Group Executive Equity Partnerships

  • Sep 2017 - Jun 2020

  I am proud to be the CEO of Retirement Victoria, supporting a brilliant team of advisers and support staff.Retirement Victoria is an advice firm that specialises in the provision of quality financial planning, with a particular focus on the Victorian Public Sector. RV has a long history of working closely with Victorian teachers, to provide them with quality advice around superannuation, retirement planning and other financial advice needs.RV has 23 staff, 3500 private clients and over $1.5b in funds under advice. It is wholly owned by a group of companies, backed by 2 Private Equity firms, that include Fitzpatricks Private Wealth, one of Australia's most respected advice brands. RV and FPW benefit from working closely together and sharing best ideas.RV is just one of a number of equity partnerships that Fitz has in larger quality advice firms. As Head of Equity Partnerships, my role is to manage the Fitzpatrick’s equity stake, sit on their Boards as a Director, help grow our partner firms and bring the us operationally and culturally together.



ipac - Company

• Financial Services
• 100 - 200 Employee

• Head of Financial Planning - ipac / AMP Advice Queensland

  • Feb 2011 - Aug 2017

  AMP Advice (formally ipac) has 6 offices in Qld - Brisbane, Gold Coast, Tweed Heads, Toowoomba, Cairns and Townsville - with more than 50 advisers, 90 support staff and over $3 billion of client funds under management. My role was to lead the local management and adviser teams, as well as manage sales / lead generation, compliance, operations and the delivery of excellent client advice and service experiences to our thousands of ongoing private clients. I am also on the National AMP Advice Leadership Team which sets the strategic direction of both the employed and self employed offices which make up the new 'AMP Advice' branded community.At the end of 2016, we finalised the national transition of the former ipac branded offices to the AMP Advice brand and began to embed new client engagement and advice delivery systems into each office. My role progressed to work across the offices to optimise the new model to ensure we can deliver the highest quality advice as quickly and efficiently as possible. My role was to maintain ipac's excellent client acquisition and retention reputation as well as uphold brilliant client NPS results whilst we embed and continually improve the new and improved systems.I was a Director of Strategic Planning Partners (Gold Coast), TFS Financial Planning (Cairns), Financially Yours (Townsville), Goldhurst Wealth (Brisbane), Prosperitus (Brisbane), ipac Taxation Services (national), Wealth Vision Financial Services (Tweed Heads), Wealth Vision Home Loans, Total Super Solutions (Melbourne), Flack Advisory (Bendigo) and All Financial Services (Darwin). I am on the AMP Advice National Leadership Team am also the Responsible Manager for the Strategic Planning Partners, Prosperitus and TFS Australian Financial Services Licenses and the Hillross, AMP Financial Planning, Charter FP, SMSF Advice and ipac Australian Credit Licenses.

• General Manager - Strategic Planning Partners Pty Ltd

  • Apr 2007 - Feb 2011

  SPP is a retirement focussed financial planning and tax service firm with 30 staff and $450 million of client funds under management. Our firm is based in Miami on the Gold Coast and is part of the ipac Group of Companies



ipac - Company

• Financial Services
• 100 - 200 Employee

• National Manager - Equity Partnering and Acquisitions

  • 2003 - 2007

  In addition to being a financial planning firm and an investment house, ipac was the pre-eminent provider of cash based succession planning solutions for financial planning Principals in Australia. The Acquisitions team was responsible for growing ipac's reach across Australia by engaging with owners of financial planning businesses around short and medium term succession and sale needs. My role was to deliver on ipac's 'run, grow and exit' proposition to large self licensed advice firms. I championed the issues of sale and succession in the industry, identified the right partner firms and negotiated and structured short and long dated, full and partial acquisitions. Success meant happy shareholders, teams and clients during and after the transaction.



MLC Australia

• Australia
• Financial Services
• 400 - 500 Employee

• Practice Development Manager - NSW - MLC / Garvan FP

  • 1999 - 2003

  My panel covered 60 Garvan licensed financial planning businesses from North Sydney to Moree. My role was to work with the Principals of those practices to develop and grow their businesses, ensure their licensing requirements were being met, as well as promote the MLC range of client and practice solutions. My panel covered 60 Garvan licensed financial planning businesses from North Sydney to Moree. My role was to work with the Principals of those practices to develop and grow their businesses, ensure their licensing requirements were being met, as well as promote the MLC range of client and practice solutions.



BT

• Australia
• Financial Services
• 700 & Above Employee

• Adviser Services Manager

  • 1996 - 1998

  Started in retail client services and moved into an adviser services role, supporting the SEQ FP businesses that supported the BT range of managed funds, margin lending and structured investment products. Started in retail client services and moved into an adviser services role, supporting the SEQ FP businesses that supported the BT range of managed funds, margin lending and structured investment products.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Admin Manager - Department of International Trade

  • 1995 - 1996

  Cleared inbound foreign cheques and supported the management of forward FX contracts for primary producer clients Cleared inbound foreign cheques and supported the management of forward FX contracts for primary producer clients