Experience

Uptick Marketing
• Australia
• Marketing Services
• 1 - 100 Employee
• Head of SMSF Education

  • Aug 2023 - Present


360 Mortgage Management Services (MMS)

• Chief Operating Officer

  • May 2022 - Present

• Head Of Infrastructure

  • Jan 2021 - May 2022

  Responsible for Company Information Technology Deployment



Aus Asia Finance Hub (AAFH)

• Australia
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jul 2017 - Dec 2020

  Responsibilities: Capital Raising through networks of Brokers and Financial Planners across Australia for AAFH Quantum Leap Registered Managed Trust Monitor Compliance amongst Risk Management Staff and Financial Advisor within the company. Liaise with Partners Overseas to raise funds. (More than 50 Key Partners in Asian Financial Service Industry) Responsibilities: Capital Raising through networks of Brokers and Financial Planners across Australia for AAFH Quantum Leap Registered Managed Trust Monitor Compliance amongst Risk Management Staff and Financial Advisor within the company. Liaise with Partners Overseas to raise funds. (More than 50 Key Partners in Asian Financial Service Industry)



M Capitol

• Australia
• Financial Services
• 1 - 100 Employee

• Head Of Distribution

  • Jul 2017 - Sep 2020

  Responsibilities: Manage networks of 150 Brokers and 30 Key Partner accounts across Australia and APAC Market with Lending Needs Monitor and Review 20 Business Development Managers and 5 Internal Lending Managers on Deal Structuring and Compliance Reporting to CEO and Board of Directors on Company Sales Progress on Monthly Basis Monitor Operation Manager and ensure Operations Staff are meeting their KPI in terms of Deal Assessment Liaise with Partners across Australia and Overseas. (More than 200 Key Partners in Accountant, Developer, Real Estate Agents and Legal Sector) Mentor and Supervise 2 Salesforce Admin within the Company managing Salesforce Financial Service Cloud and Marketing Cloud to ensure all release and pilots implemented successfully within the business. Ensure Customer 360 view across all internal stakeholders to ensure best customer experience from Start of Lending Journey to Post Settlement Service. Ensure All Staff Complete their Onboarding through Trailhead and achieve their individual V2MOM and alignment with Company V2MOM. Ensure security and risk compliance across the company entire IT stack. (Email, Server, CRM, Storage and other IT products) Show less



AAFH

• Belgium
• Architecture and Planning
• 1 - 100 Employee

• Head of Sales

  • Jul 2013 - Jun 2017

  Responsibilities: Manage networks of 50 Business Partners across Asia Pacific. Predominantly China, Hong Kong, Malaysia, Singapore, UAE and Indonesia. Report to Managing Director and Key Stakeholders on Sales and Operation Progress Monitor and Review 30 Lending Managers on Deal Structuring and Compliance Attract new B2B and B2C clients through Property and Finance Seminars in conjunction with developer. Manage team performance and ensuring of $200m Lending Drawdown is met every quarter. Attend and Present Lending Solutions to Foreign Buyers in Asian Market on weekly basis across Asia Pacific countries Show less



Leo Loan

• Australia
• Financial Services
• 1 - 100 Employee

• Sales Director

  • Jul 2009 - Jun 2013

  Responsibilities: Manage networks of 20 Key Business Partners across Australia serving Asian Market predominantly in China and Hong Kong. Monitor and Review 15 Lending Managers on Deal Structuring and Compliance Attract new B2B and B2C clients through Property and Finance Seminars in conjunction with developer. Manage team performance and ensuring of $150m Lending Drawdown is met every quarter. Attend and Present Lending Solutions to Foreign Buyers in Asian Market on weekly basis across Asia Pacific countries Show less



ANZ

• Australia
• Banking
• 700 & Above Employee

• Banker

  • Jun 2008 - Jun 2009

  Responsibilities: Second in Charge of Flagship Branch – ANZ Westfield Doncaster Monitor Compliance and Ensure Risk Mitigation across all Branch Operation are adhered to. Ensure Branch Target are met on Weekly Basis and ensure that Branch Meet All 5 Growth Pillars – Transactional, Saving, Lending, Wealth and Risk Provide customers with a seamless branch experience by meeting each customer’s end-to-end banking needs across transaction activities, needs-based conversations and educating them on digital solutions. Review and Mentor Fellow and Junior Peers. (In charge of 4 Personal Bankers and 5 Tellers) In-charge of Branch Operation during Weekend Trading Hours Show less



Westpac

• Australia
• Banking
• 700 & Above Employee

• Banker

  • Jan 2006 - May 2008

  Responsibilities: Monitor Compliance and Ensure Risk Mitigation across all Branch Operation are adhered to. Ensure Personal Target are met on Weekly Basis and ensure that Branch Meet All 5 Growth Pillars – Transactional, Saving, Lending, Wealth and Risk Provide customers with a seamless branch experience by meeting each customer’s end-to-end banking needs across transaction activities, needs-based conversations and educating them on financial products. Review and Mentor Fellow and Junior Peers. In-charge of Branch Operation during Weekend Trading Hours Show less


American Express
• United States
• Financial Services
• 700 & Above Employee
• Unsecured Lending Sales Executive

  • Jul 2005 - Dec 2005