Experience

Core Wealth Advisors Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Practice Manager

  • Jul 2022 - Present



Griffith University

• Australia
• Education Management
• 700 & Above Employee

• Lecturer

  • Jul 2019 - Sep 2022

  Lecturing in Bachelor Commerce Financial Planning and Masters Financial Planning Lecturing in Bachelor Commerce Financial Planning and Masters Financial Planning



McKenzie Financial Pty Ltd

• South East Queensland - Brisbane, Toowoomba, Sunshine Coast

• Managing Principal and Financial Planner

  • Nov 2011 - Nov 2021

  FINANCIAL PLANNING, PERSONAL PROTECTION INSURANCE, SMSuperFunds, AGED CARE & RETIREMENT PLANNING MOBILE financial advising - Toowoomba, Brisbane, Gold & Sunshine Coasts EXPERIENCE: 34 Years Financial Services industry experience across ALL areas from banking to complex estate planning QUALIFICATIONS: B.Commerce (Acct & Econ), ADFS (FP), Cert IV FS (F/Mortgage Broking), Cert IV Training and assessing. Authorised Representative of AMP INTEGRITY: Justice of the Peace (Qual), Member AFA, Industry Auditor/Compliance in previous roles, Accredited Financial Planning industry trainer/lecturer Qualified & experienced in ALL aspects of advice & personal protection insurance. SPECIALISED skills/knowledge in complex succession planning (farming & business), Self -Managed Super Funds, Estate Planning and Aged Care. McKenzie Financial is committed to providing qualified, ethical advice in our clients best interests- ALWAYS. Show less



McConachie Stedman

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Financial Planner

  • Oct 2012 - Jan 2014

  McConachie Stedman is a respected accounting business assisting clients in Toowoomba and throughout western Queensland for over 65 years . As a rural specialist in the financial planning team I assisted client in all aspects of financial planning including complex (farming) succession planning and transition to retirement strategies. McConachie Stedman is a respected accounting business assisting clients in Toowoomba and throughout western Queensland for over 65 years . As a rural specialist in the financial planning team I assisted client in all aspects of financial planning including complex (farming) succession planning and transition to retirement strategies.



Sentry Group Pty Ltd

• Queensland

• State Manager Qld

  • Sep 2008 - Oct 2011

  Boutique Dealership. Previously AFG Financial Planning. I managed 75 financial planning practices within Queensland. The primary focus for this role was to assist new businesses to start up or move to the dealership then provide support, coaching and business development to the financial planning businesses within the state and to assist the businesses achieve their growth targets. Develop robust business planning structures to support the business to grow or develop succession planning business options. Show less



AXA

• France
• Insurance
• 700 & Above Employee

• Practice Development Manager and Compliance Manager

  • Feb 2006 - Sep 2008

  Managed Practices within South East Queensland and Rockhampton, within the Charter and AXA Dealerships and independent aligned businesses within the Jigsaw offering.. The primary focus for this role was to assist new businesses to start up or move to the dealership then provide support, coaching and business development to the financial planning businesses within the state and to assist the businesses achieve their growth targets. Develop robust business planning structures to support the business to grow or develop succession planning business options. Prior to this role I was a Compliance Manager for Charter, AXA and Jigsaw practices within Queensland completing financial planning audits and compliance education for the businesses. Show less



Suncorp Group

• Australia
• Financial Services
• 700 & Above Employee

• National Training Manager - Wealth Management

  • Jun 2002 - Feb 2006