Experience

• 

  McConachie Stedman

  • 619 Ruthven Street Toowoomba

  • Senior Financial Planner

    • Jul 2013 - Present
    • 619 Ruthven Street Toowoomba

    I work with people or small business owners who desire to take control of growing and protecting their wealth.I help them by listening to their objectives and giving them the best strategy.As a result, they start or continue on a pathway that should get them the lifestyle they want.

• 

  RBS Mogans & MDS Financial Services

  • Springwood Qld

  • Senior Financial Planner

    • Sep 2010 - Apr 2013
    • Springwood Qld

    Along with providing all the usual client advice of a Senior Financial Planner, I also gave advice on direct equities whilst under RBS Morgans AFSL. I also gave advice on options trading and was the Compliance Manager for the Corporate Authorised Representative whilst under MDS Financial Services...

• 

  Various Banks

  • Brisbane

  • Commercial Banker

    • Jan 1976 - Jul 2010
    • Brisbane

    For over 30 years, mostly at CBA/Colonial/Bankwest I was a commercial banker based in Brisbane. I helped many clients in many industries negotiate their lending through Credit to successful outcomes. I was both a Relationship Manager and a Development Manager.