Chief Executive Officer

• Jan 2022 - Present

The FAAA is the largest professional association representing Financial Planners in Australia. The FAAA is the largest professional association representing Financial Planners in Australia.

Non Executive Director

• May 2021 - Present

At The Housing Connection, people are central to everything we do. We help adults with intellectual and other disabilities to live valued and rewarding lives in the community. Our support is individually tailored to each person, so they can achieve exceptional outcomes. At The Housing Connection, people are central to everything we do. We help adults with intellectual and other disabilities to live valued and rewarding lives in the community. Our support is individually tailored to each person, so they can achieve exceptional outcomes.

Chief Operating Officer

• Apr 2020 - Dec 2021

In partnership with select banking institutions and superannuation funds, HOPE is a for-purpose fund manager that provides shared equity financing for essential workers to purchase a home. In partnership with select banking institutions and superannuation funds, HOPE is a for-purpose fund manager that provides shared equity financing for essential workers to purchase a home.

Consultant

• Mar 2020 - Jul 2020

The FPA is the largest professional association representing Financial Planners in Australia. The FPA is the largest professional association representing Financial Planners in Australia.

CEO

• Feb 2010 - Nov 2019

Profile is a privately-owned and self-licensed firm of financial and investment strategists. It has delivered quality financial advice for over 30 years. Profile is a privately-owned and self-licensed firm of financial and investment strategists. It has delivered quality financial advice for over 30 years.

Director

• Feb 2016 - Apr 2018

AGBA is the peak industry network for individuals and organisations promoting 'goals-based' advice - that is, advice that aims to provide investors with more certainty in their investment outcomes. For advisers, it delivers practical tools and support for implementing goals-based advice: including portfolio construction, portfolio data analytics, regular thought leadership and networking events, and client communication tools. For industry associates, it's an opportunity to support investing… Show more AGBA is the peak industry network for individuals and organisations promoting 'goals-based' advice - that is, advice that aims to provide investors with more certainty in their investment outcomes. For advisers, it delivers practical tools and support for implementing goals-based advice: including portfolio construction, portfolio data analytics, regular thought leadership and networking events, and client communication tools. For industry associates, it's an opportunity to support investing best practice, network with colleagues, and showcase products and tools to advisory groups at the leading edge of industry development. Show less AGBA is the peak industry network for individuals and organisations promoting 'goals-based' advice - that is, advice that aims to provide investors with more certainty in their investment outcomes. For advisers, it delivers practical tools and support for implementing goals-based advice: including portfolio construction, portfolio data analytics, regular thought leadership and networking events, and client communication tools. For industry associates, it's an opportunity to support investing… Show more AGBA is the peak industry network for individuals and organisations promoting 'goals-based' advice - that is, advice that aims to provide investors with more certainty in their investment outcomes. For advisers, it delivers practical tools and support for implementing goals-based advice: including portfolio construction, portfolio data analytics, regular thought leadership and networking events, and client communication tools. For industry associates, it's an opportunity to support investing best practice, network with colleagues, and showcase products and tools to advisory groups at the leading edge of industry development. Show less

Marketing

• Apr 2007 - Dec 2009

(Jan 2009-Dec 2009): Sabbatical. A year's study leave to complete MBA. (Jan 2008-Dec 2008): Acting Head of Marketing. Responsible for marketing, brand, internal communications and media for Fidelity in Australia. (Apr 2007-Dec 2007): Senior Marketing Manager. Managed channel marketing team responsible for investment marketing, research and competitive analysis, campaigns, advertising and events. (Jan 2009-Dec 2009): Sabbatical. A year's study leave to complete MBA. (Jan 2008-Dec 2008): Acting Head of Marketing. Responsible for marketing, brand, internal communications and media for Fidelity in Australia. (Apr 2007-Dec 2007): Senior Marketing Manager. Managed channel marketing team responsible for investment marketing, research and competitive analysis, campaigns, advertising and events.

Senior Marketing Manager (contract)

• Dec 2005 - Nov 2006

Led the corporate super and global asset management channel marketing team during maternity leave of incumbent. Led the corporate super and global asset management channel marketing team during maternity leave of incumbent.

Marketing Director

• Nov 2002 - Jul 2005

(May 2004-July 2005) Director, External Chanels. Led the external channels marketing team responsible for marketing strategies for external financial advisers, institutions, corporates, and corporate super investors. (Nov 2002-Apr 2004) Director, Retention. Develop and manage retention strategy for BT. (May 2004-July 2005) Director, External Chanels. Led the external channels marketing team responsible for marketing strategies for external financial advisers, institutions, corporates, and corporate super investors. (Nov 2002-Apr 2004) Director, Retention. Develop and manage retention strategy for BT.

Senior Manager

• Jul 1998 - Nov 2002

(May-Nov 2002): co-led distribution stream of merger integration project (Rothshchild and WFS) (Nov 2001-May 2002): led project to develop external sales of Westpac Financial Services (WFS) products (Jul 1998-Nov 2001): set up and led channel marketing team to develop sales of WFS products (May-Nov 2002): co-led distribution stream of merger integration project (Rothshchild and WFS) (Nov 2001-May 2002): led project to develop external sales of Westpac Financial Services (WFS) products (Jul 1998-Nov 2001): set up and led channel marketing team to develop sales of WFS products

Manager, Premier Adviser Service

• Apr 1997 - Jul 1998

Managed marketing, service and sales initiatives to support independent financial advisers working with RAAM. Managed marketing, service and sales initiatives to support independent financial advisers working with RAAM.

Various roles

• Jun 1988 - Apr 1997