Experience

Moneyclip

• Australia
• Financial Services
• 1 - 100 Employee

• CEO, Moneyclip

  • Jul 2004 - Present

  As CEO of Moneyclip, I am responsible for ensuring the team fulfil the company’s mission— to help dynamic and enthusiastic people realise the joy of life through financial freedom. Most people get stuck working with different advisors for each aspect of their finances. One consultant looks after a home loan, while another invests for them and yet another handles tax and accounting. It’s an outdated model that you won’t find at Moneyclip. With our combined strategic approach, it’s easy to get every one of your hard-earned dollars working together to reach life’s financial milestones.That’s where Moneyclip loves to help, and that’s what gets us up in the morning. Show less

• Senior Wealth Strategist, Moneyclip Private Wealth

  • Jul 2005 - Present

  Moneyclip Private Wealth is getting to say ‘I do’ at your perfect wedding. We’re the moment you get the keys to your dream house, watching your kids walk into your school of choice. We’re that investment property setting you up to enjoy your retirement without sacrificing the lifestyle you love. We’re with you for life. Our wealth accumulation and management services give you control of your finances to achieve your best life. Whether you have a specific goal in mind or want to start making your money work for you, our financial experts can help Show less



Edge Planning Solutions

• Financial Services

• Director

  • Jul 2010 - Jun 2016

  Edge Planning Solutions, a B2B advisory firm, provides a full suite of services for dedicated Financial Advisers who want access to the most sophisticated strategies and quality support available. With our extensive expertise across all areas of financial planning we can provide unique and tailored solutions to you which will add significant value to your business and help increase referrals from satisfied clients. Edge Planning Solutions, a B2B advisory firm, provides a full suite of services for dedicated Financial Advisers who want access to the most sophisticated strategies and quality support available. With our extensive expertise across all areas of financial planning we can provide unique and tailored solutions to you which will add significant value to your business and help increase referrals from satisfied clients.



Coca-Cola Amatil

• New Zealand
• Retail
• 1 - 100 Employee

• National Business Manager

  • Oct 1993 - Oct 2004

  My experience at CCA (a FMCG company), included state and national based customers, many of whom required high level service and complex advice to meet the demands of both internal and external stake holders. Through developing, implementing and maintaining joint business strategies, I was able to successfully assist my customers to achieve financial and non-financial outcomes. My experience at CCA (a FMCG company), included state and national based customers, many of whom required high level service and complex advice to meet the demands of both internal and external stake holders. Through developing, implementing and maintaining joint business strategies, I was able to successfully assist my customers to achieve financial and non-financial outcomes.