Experience

Private Portfolio Managers - PPM

• Australia
• Investment Management
• 1 - 100 Employee

• Business Development Manager

  • May 2022 - Present

  Sydney, New South Wales, Australia



Way out West Consulting

• Consultant

  • Feb 2019 - May 2022

  Sydney, New South Wales, Australia Way out West Consulting provides consulting services to a number of product providers and services in the financial services market.



Statewide Super

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Relationship Manager

  • Feb 2018 - Mar 2019

  Sydney I worked at Statewide Super as Senior Relationship Manager, working with key clients on the Eastern Seaboard also created financial planning capability through independent adviser network to service the membership and grow funds under management through broader adviser network.



Way Out West Consulting

• Consultant

  • Mar 2015 - Jan 2018

  Sydney, Australia Providing consulting services to the broader financial services businesses including business development, marketing and distribution. Clients including Contango Asset Management and Financial Coach.



BT Financial Group

• Accounting
• 1 - 100 Employee

• Regional Manager

  • Feb 2014 - Feb 2015

  Sydney As Regional Manager I was responsible for working with financial advisers to realise their optimum potential with the support and services that BT Select and the broader BT Financial Group offers. Specifically I worked to attract, and partner with financial advisers, and their practice who are passionate about their role, committed to providing exceptional client outcomes and outperforming their competitors, whilst growing their businesses, also increasing revenues through innovation… Show more As Regional Manager I was responsible for working with financial advisers to realise their optimum potential with the support and services that BT Select and the broader BT Financial Group offers. Specifically I worked to attract, and partner with financial advisers, and their practice who are passionate about their role, committed to providing exceptional client outcomes and outperforming their competitors, whilst growing their businesses, also increasing revenues through innovation, and improved efficiencies by leveraging off the scale of the greater BT group . Show less



NAB Wealth

• Sri Lanka
• Financial Services
• 1 - 100 Employee

• Manager Business Growth

  • Feb 2011 - Feb 2014

  Sydney Australia As Manager Business Growth, I was responsible for aligning advisers and practices with MLC’s advice networks, and assisting them to grow through innovation and improved efficiencies.



Growth Partnership Group

• Australia
• Mental Health Care
• 1 - 100 Employee

• Chief Executive Officer

  • Apr 2005 - Mar 2011

  Sydney Growth Partnership Group provided consulting services to fund managers and financial services institutions on product development, marketing, and distribution.



Jones Pies Australia

• Chief Executive Officer

  • Jun 2002 - Apr 2005

  Hamburg, Germany The opportunity was identified in early 2002, screened, and a business plan was created. The business was launched in June 2002, manufacturing and distributing gourmet pies predominately to English and Irish pubs throughout Germany. In considering long term residency in Germany, I decided to sell my stake and return to Australia to again enjoy the lifestyle, my friends, family, and create another story.



Strategic Investments Australia

• Head of Marketing & Sales

  • May 1997 - May 2002

  Sydney As Head of Marketing and Sales with Strategic Investments Australia, I was responsible for the growth of a business that provided a platform for investments, superannuation, and pension’s for advisers and their clients. In taking on the role, I brought many innovative ideas and made many thought through changes to the business, including a total re branding of the business and products, these changes set the business up for success, growth, and further efficiencies. These changes… Show more As Head of Marketing and Sales with Strategic Investments Australia, I was responsible for the growth of a business that provided a platform for investments, superannuation, and pension’s for advisers and their clients. In taking on the role, I brought many innovative ideas and made many thought through changes to the business, including a total re branding of the business and products, these changes set the business up for success, growth, and further efficiencies. These changes included product improvements, engagement with national dealer groups, managing these relationshiips and creating other distribution opportunities. The role also included managing a small sales team. Strategic Investments Australia was also a Funds Management business and during my term I was the Responsible Entity. Show less



Colonial

• 1 - 100 Employee

• Zone Marketing Executive

  • Mar 1987 - Apr 1997

  Melbourne, Australia Responsible for aligning and partnering independent advisers with Colonial, during late 90's rolled out a new and innovative distribution strategy that remodeled the financial planning industry as it was known at that time, from agency based to a franchise model. This involved change management, rolling out the new structure and leading advisers from agency based to operating their own franchised business model that included providing the necessary tools, business planning and coaching… Show more Responsible for aligning and partnering independent advisers with Colonial, during late 90's rolled out a new and innovative distribution strategy that remodeled the financial planning industry as it was known at that time, from agency based to a franchise model. This involved change management, rolling out the new structure and leading advisers from agency based to operating their own franchised business model that included providing the necessary tools, business planning and coaching the principles and staff. This change was very successful, significantly reducing costs and increasing revinues, many financial institutions, and dealer groups implemented similar stragies since that time. Show less