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Credentials

  • RG146 compliance in providing general advice in managed investments
    Kaplan Professional
    Feb, 2020
    - Apr, 2026

Experience

  • Carbon Growth Partners
    • Melbourne, Victoria, Australia
    • Chief Operating Officer
      • Apr 2022 - Present
      • Melbourne, Victoria, Australia

      Carbon Growth Partners is a leading investment manager in the voluntary carbon market. Carbon Growth Partners is focused on delivering investor returns and accelerating global climate action.

    • Chief Operating Officer
      • Jan 2019 - Mar 2022
      • Australia

      TierONE Capital is a non-bank lender specialising in commercial loans for land, construction, completed properties & residual stock.Responsible for fund operations, compliance and governance for a wholesale managed investment scheme. Participated in setting business strategies for performance and growth, fund and transaction structuring, financial and regulatory reporting and supported the CIO in investment decision making and capital raising.

  • AUS Finance Group
    • Melbourne, Australia
    • Senior Manager, Property & Investment Services
      • Sep 2014 - Mar 2022
      • Melbourne, Australia

      AUS Finance Group manages an unlisted property fund that syndicates debt and equity capital for property developers and investors. AUS Finance Group is a related entity of TierONE Capital.

  • Great Wall Insurance Services
    • Melbourne, Australia
    • Principal
      • May 2014 - Sep 2018
      • Melbourne, Australia

      Great Wall is a privately-owned insurance brokerage in Melbourne with a team of 12 sales representatives.Responsible for providing leadership and direction for a team of 12 sales representatives and customer service staff. Increased the company’s revenue by more than 55% in the 3 years to June 2018. Directed the daily operations of the business, overseeing finance, marketing, sales processes, legal, compliance, recruitment and training.

  • Nomura
    • Singapore
    • Internal Auditor, AEJ Wealth and AEJ Asset Management
      • Apr 2012 - Feb 2014
      • Singapore

      • Performed annual risk assessments for AEJ Wealth Management & Asset Management businesses, development of the annual audit plan• Performed Wealth Management & Asset Management business audits• Identified key emerging business risks and reporting audit findings to senior management

    • Australia
    • Banking
    • 700 & Above Employee
    • Transition Manager, APEA AML/CTF Programme
      • Jan 2011 - Sep 2011

      • Responsible for the handover and transition activities for a $70m compliance project to business-as-usual teams across 22 APEA countries • Established regional processes for system and process change management, enabling business to adapt to regulatory updates

    • Manager, Private Bank and Wealth Management Asia
      • Apr 2009 - Jan 2011

      • Implemented ANZ’s New Product Policy for the Wealth Management business across Asia• Led a cross-functional project team (Legal, Compliance, Operations, Credit, Sales, HR) to address high priority risks identified within the Private Bank, significantly improving internal control and minimising operational risk

  • KPMG
    • Melbourne, Australia
    • Senior Advisor (IT Advisory)
      • 2006 - 2009
      • Melbourne, Australia

      Worked with a broad range of clients to plan and execute IT audit engagements and performed risk advisory engagements (including consulting and process reviews). Key areas of experience include: • Data Analysis and Conversion• Business Process Reviews• Sustainability Advisory• Project Management Office• Internal & External audits over IT controls

Education

  • 2019 - 2024
    RMIT University
    Graduate Diploma in Property, Distinction
  • 2007 - 2008
    Chartered Accountants Australia and New Zealand
    CA, Accounting
  • 2016 - 2017
    ANZIIF
    Diploma, Insurance Broking
  • 2001 - 2006
    University of Melbourne
    Bachelor of Commerce & Arts, Accounting, Political Science
  • 2023 - 2024
    Governance Institute of Australia
    Certificate in Company Secretary Essentials

Suggested Services

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Industry Focus. “Investment Management”

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