Philip Barton

Key Relationship Manager at Westbridge Funds Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Perth Area, AU
Skills

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Jonni Chin

I previously worked with Philip at Aussie Home Loans as not only he is a great professional at his work but also a trusted friend. His ability to connect with his clients through sheer hard work and excellent customer service were evident during the early days and without a doubt for many more years to come.

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Credentials

  • Diploma Financial Services
    Institute of Strategic Management
    Sep, 2011
    - Nov, 2024

Experience

  • Westbridge Funds Management
    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Key Relationship Manager
      • Nov 2020 - Present

      As the Manager of Key Relationships for the Mair Property Fund and Momentum Wealth I am responsible for the raising of capital for unique and often exclusive property investment opportunities As the Manager of Key Relationships for the Mair Property Fund and Momentum Wealth I am responsible for the raising of capital for unique and often exclusive property investment opportunities

  • Homes for Homes
    • Australia
    • Non-profit Organizations
    • 1 - 100 Employee
    • Partnerships Manager WA/SA
      • Oct 2019 - Nov 2020

  • Finance Sector
    • Self Employed Mortgage Broker
      • Oct 2011 - Jun 2019

      Director of mortgage brokerage sourcing the best loan solution for my portfolio of clients from a wide range of banks and mortgage lenders Director of mortgage brokerage sourcing the best loan solution for my portfolio of clients from a wide range of banks and mortgage lenders

  • Bankwest
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Mobile Bank Manager
      • Feb 2008 - Dec 2010

  • Westpac
    • Australia
    • Banking
    • 700 & Above Employee
    • Home Finance Manager
      • Jan 2006 - Jan 2008

  • Asgard
    • Perth, Australia
    • Broker Support
      • Jan 2005 - Jan 2006

  • Sharp Electronics
    • United Kingdom
    • Area Sales Manager
      • 2002 - 2005

      Area Sales Manager for the South West of England with key responsibility being the implementation of product lines, brand strategy and the investment of Audio-Visual consumables into local businesses and large chain stores. Report to National Sales Manager monthly to ensure KPI’s and strategic targets are met although an autonomous role requiring the maintenance of a large portfolio of clients / businesses over a 4- and 6-week schedule for key accounts on a rotating basis. Goal to increase profile of the brand within store and assist in areas to upsell. Working to margins on product lines to ensure both client profitability and satisfaction. Key role was to identify new opportunities in store for further promotion but also wider remit to source new client accounts and show growth within the portfolio. Show less

  • Dyson
    • Singapore
    • Appliances, Electrical, and Electronics Manufacturing
    • 700 & Above Employee
    • Area Sales Manager
      • 2000 - 2002

      Business Development of South West region to improve and promote brand awareness Implementation of product lines into large National Electrical groups such as Curry’s, Comet and Dixons in addition to a large portfolio of independent accounts. Management of accounts over a 3 – 6-week call cycle. Responsible for meeting with group and store buyers to review current and new lines of product. Organization of training and knowledge sessions with sales teams Report to Regional Sales manager and Product Development team monthly. Show less

Education

  • Deanery High School UK
  • Institute of Strategic Management
    Diploma of Financial Services Mortgage Broking, Financial Services
  • The Manchester Metropolitan University

Community

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