Experience

Spartan Partners

• Australia
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • May 2020 - Present

  I'm proudly the Managing Partner at Spartan Partners. Spartan Partners is a highly regarded independent boutique consulting and mortgage advisory firm with a proven track record of assisting valued clients meet strategic priorities across a diverse range of industry sectors. Our focus is to build an enduring reputation for delivering exception customer outcomes by always providing professional and valued strategic financial advice. Areas of significant expertise include: (1) Strategic Franchise Consulting (2) Bank Advocacy and Debt Advisory (3) Mortgage Advisory covering: - Franchise Lending - Unsecured Business Lending (M&A) - Property Development Lending - Commercial Property Lending - Medical & Healthcare Lending - Childcare Lending - Professional Services Lending - Home and Investment Lending Please do not hesitate to contact us directly. Absolutely happy to help in any way possible. https://spartanpartners.com.au/



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• National Franchise Banking Manager

  • Dec 2013 - May 2020

  My team relationship managed select franchisor and franchisee clients across the Corporate Banking platform on a national basis. Responsibilities included franchise system bank accreditation, new franchisor and franchisee bank origination, credit, and transactional banking relationship management. On behalf of the bank, my team and I proudly presented at various franchise industry trade shows, conferences, franchisee area meetings, and accountant / lawyer seminars as critical franchise industry subject matter experts. Areas of significant personal expertise included: master franchise agreement development, leveraged finance, mergers, acquisitions, divestitures, and expansion finance.



Bankwest

• Australia
• Financial Services
• 700 & Above Employee

• Business Development Manager

  • Jan 2012 - Dec 2013

  Business Development Manager with mandate to on-board commercial and mid-market corporate clients in the private enterprise and publicly listed small cap space. Promoted to subject matter specializations of childcare, medical / healthcare, and professional services. Areas of significant expertise included: leveraged finance, recapitalizations, mergers, acquisitions, divestitures, and exit strategy financing. Business Development Manager with mandate to on-board commercial and mid-market corporate clients in the private enterprise and publicly listed small cap space. Promoted to subject matter specializations of childcare, medical / healthcare, and professional services. Areas of significant expertise included: leveraged finance, recapitalizations, mergers, acquisitions, divestitures, and exit strategy financing.



Westpac

• Australia
• Banking
• 700 & Above Employee

• Commercial Banking Manager

  • Jan 2009 - Dec 2011

  Dedicated acquisition relationship executive. Successfully managed and grew a portfolio of 40 middle market commercial and corporate clients with turnover up to $100M. Promoted with a real estate agent rent roll and property development specialization. Managed two direct reports and implemented a rewarding upskilling program. Areas of significant expertise included: leveraged finance, mergers, acquisitions, divestitures, advanced property development structuring, and recapitalizations. Dedicated acquisition relationship executive. Successfully managed and grew a portfolio of 40 middle market commercial and corporate clients with turnover up to $100M. Promoted with a real estate agent rent roll and property development specialization. Managed two direct reports and implemented a rewarding upskilling program. Areas of significant expertise included: leveraged finance, mergers, acquisitions, divestitures, advanced property development structuring, and recapitalizations.



Commonwealth Bank of Australia

• United Kingdom
• Retail Office Equipment
• 1 - 100 Employee

• Business Development Manager

  • Jan 2008 - Dec 2008

  Promoted - Responsible for new business lending up to to $10M - using predominantly self sourced internal and external referral sources. Developed a strong medical and healthcare lending specialization.

• Commercial Banking Manager

  • Jan 2006 - Dec 2007

  Maintained and grew an acquisition focused portfolio of 90 middle market clients with a lending requirement of up to $5M (secured and unsecured).



CommSec

• Australia
• Financial Services
• 400 - 500 Employee

• Stockbroker

  • Jun 2004 - Dec 2005

  Executed time sensitive share trades whilst providing detailed share market advice for high net worth individuals of the Commonwealth Bank (Private Clients). Executed time sensitive share trades whilst providing detailed share market advice for high net worth individuals of the Commonwealth Bank (Private Clients).



Perpetual Limited

• Australia
• Financial Services
• 700 & Above Employee

• Accounting and Taxation Officer

  • Jan 2001 - May 2004

  Managed the income tax lodgement system on behalf of high net worth client individuals who held trustee services with the firm. Managed the income tax lodgement system on behalf of high net worth client individuals who held trustee services with the firm.