Experience

Angel Advisory

• Australia
• Financial Services
• 1 - 100 Employee

• Director & Financial Adviser

  • Jul 2019 - Present

  Angel Advisory is a Financial Advisory firm aimed at serving Business Owners and High Income Earners, with a focus on growing their wealth. We do this through strategic planning around tax, investment and cash flow planning. Angel Advisory is a Financial Advisory firm aimed at serving Business Owners and High Income Earners, with a focus on growing their wealth. We do this through strategic planning around tax, investment and cash flow planning.



Investor Types Podcast/YouTube Channel

• Australia
• Media Production

• Host

  • Mar 2020 - Present

  At Investor Types, we interview investment manager/experts as well as business owners/managers, allowing them to share their story and assisting in others striving for their position to discover if it is the right move for them. At Investor Types, we interview investment manager/experts as well as business owners/managers, allowing them to share their story and assisting in others striving for their position to discover if it is the right move for them.



Gembrook

• Australia
• Real Estate

• Property Developer

  • Jan 2010 - Present

  Gembrook is a family-run property development business. We have experience in both residential and commercial developments. Some of these include townhouse developments, mixed-use developments, industrial complexes, rooming houses and childcare centres. Gembrook is a family-run property development business. We have experience in both residential and commercial developments. Some of these include townhouse developments, mixed-use developments, industrial complexes, rooming houses and childcare centres.



Prosper Advisory

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Mar 2017 - Jul 2019

  Prosper Advisory as a whole offers a full Wealth Management and Financial Planning service as well as Business Advisory and Accounting. Working as a Financial Adviser at Prosper Advisory, I am responsible for running 2 service offerings. The 'Young Millionaires Club' is primarily focused on Wealth Creation, assisting young professionals in growing into and through the $1 million net wealth category. While 'Prosper Thrive' encompasses a life insurance solution for companies who are looking to increase the productivity and health of their employees.



First Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Associate Adviser

  • May 2015 - Mar 2017

  Working directly with a senior adviser on more than 180 clients and allocated to be the first point of contact for all client queries.Responsible for arranging, preparing and implementing client reviews.Strong participation in Preparing, Pitching, Presenting and Implementing Strategic Advice Documents to existing and new clients.

• Para Planner

  • Mar 2014 - May 2015

  This involved the writing of Strategic Advice documents. In I developed my technical knowledge surrounding the financial planning industry. Focusing heavily on tax savings strategies, different investment vehicles, superannuation products and recommendations as well as Limited Recource Borrowing Arrangements.



Betswaps

• Australia
• IT Services and IT Consulting

• Chief Financial Officer

  • Jan 2014 - Jul 2016

  BetSwaps.com is built to be the world's first sports tipping marketplace. I was involved in this tech start-up since inception and assisted in building it from the ground up with the other founders. This was up until the successful pitch on the hit channel 10 TV show Shark Tank Australia. BetSwaps.com is built to be the world's first sports tipping marketplace. I was involved in this tech start-up since inception and assisted in building it from the ground up with the other founders. This was up until the successful pitch on the hit channel 10 TV show Shark Tank Australia.



CH Australia

• Accounting
• 200 - 300 Employee

• Client Services Manager

  • Jan 2013 - Mar 2014

  This involved the preparation and implementation of strategic advice documents, completion of the more advanced administrative tasks.At any time I trained and managed a minimum of one more junior team member in their role as Client Service Administrator.Through this role i was very active in communicating with senior partners and fund managers.

• Client Services

  • Dec 2011 - Jan 2013

  Responsible for the checking of compliance needs required by Industry standards, in conjunction with preparing and implementing advice documents, ensuring a smooth and compliant process is enforced.