Experience

Masari Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Finance Broker

  • Oct 2022 - Present



S² Financial Solutions

• Sydney, New South Wales, Australia

• Director

  • Nov 2021 - Present



Titan Capital

• Australia
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Aug 2022 - Oct 2022



The iQ Group Global

• Australia
• Biotechnology Research
• 1 - 100 Employee

• Head of Operations

  • Sep 2021 - Jul 2022



The iQ Group Global

• Australia
• Biotechnology Research
• 1 - 100 Employee

• Private Wealth Manager/Business Development Manager

  • Apr 2020 - Jan 2021

  • Developed and maintained relationships with HNW, UHNW, Family offices, financial planning practices, accounting firms and alternative asset funds. • Managed the sales process and ongoing customer relationship, from identification of potential investors through to closing the sale and ensure compliant record processing as per regulatory guidance applied. • Maintained high levels of market awareness in the finance and biotech industries. • Daily investors support and investor feedback management. Show less



Mason Stevens

• Australia
• Financial Services
• 1 - 100 Employee

• Relationship Executive

  • Apr 2017 - Apr 2020

  • Qualify leads for new products/investments as sales opportunities and pursued for closure. • Recognized as the face of the Private Investments team for relationship requirements and day-to-day maintenance. • Managed client cash flow in a number of currencies and liaised with banks to arrange international transfers. • Applied Risk strategies by using forward FX rates, Dual Currency Deposits and Currency Range Deposits. • Managed derivative risks for clients company wide leaving no room for exposure. Show less



CMC Markets APAC & Canada

• Australia
• Financial Services
• 100 - 200 Employee

• Financial Risk Manager

  • Oct 2016 - Apr 2017

  • Managed liquidity, market and counter-party risk on a daily basis • Created CFD markets on a request basis after running appropriate risk metrics • Managed and adjusted corporate actions to reflect CFD positions • Managed liquidity, market and counter-party risk on a daily basis • Created CFD markets on a request basis after running appropriate risk metrics • Managed and adjusted corporate actions to reflect CFD positions



Shaw and Partners

• Australia
• Financial Services
• 200 - 300 Employee

• Acting Head of Risk/Derivatives

  • Mar 2016 - Jul 2016

• Senior Options Administrator / Options Risk

  • Jan 2015 - Mar 2016



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Investment Associate - Private Bank (Secondment)

  • Jul 2012 - Sep 2012



CommSec

• Australia
• Financial Services
• 400 - 500 Employee

• Equities Associate

  • Oct 2010 - Mar 2012