About
Specialties:
- Sustainable Living : Resilience, Passivhaus, Permaculture, Living Future Institute, Liveablility
- Wealth and Money Coaching, NLP Neurolinguistic Programming
- Mortgage Finance for Homes, Investment Properties
- Self Managed Super Funds and Limited Recourse Borrowing Arrangements
- Financial Planning, Operations and Strategic Advice
- Customer Relationship Management / Database Marketing
- Indochina & Myanmar Marketing Fast Moving Consumer Goods
- IT Business Systems Analysis and Development
- Personal Investor: Real Estate, Equities, Exchange Traded Options, CFDs, Forex, ETOs, ETFs
Experience
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Wealth Coach and Mortgage Broker at Advice to Grow
Aug 2013 - Present · 12 yrs 11 mos
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Relationship Manager - Mortgages at The Australian Lending and Investment Centre
Jun 2011 - Dec 2013 · 2 yrs 7 mos
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Credit Union Australia (3 yrs 6 mos)
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Manager Operations Financial Planning
Dec 2008 - Jun 2011 · 2 yrs 7 mos
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Compliance and IT Coordinator Financial Planning
Jul 2008 - Dec 2008 · 6 mos
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Financial Planner
Jan 2008 - Jul 2008 · 7 mos
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National Australia Bank (6 yrs 10 mos)
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Wealth Manager
Jul 2005 - Nov 2007 · 2 yrs 5 mos
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CRM Strategy & Project Manager
Feb 2001 - Jun 2005 · 4 yrs 5 mos
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Philip Morris International (12 yrs)
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Y2K Coordinator & Sales Project Manager Malaysia Indonesia
Aug 1998 - Jul 2000 · 2 yrs
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Marketing Manager Myanmar
Apr 1996 - Aug 1998 · 2 yrs 5 mos
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Business Development Manager Indochina
Apr 1994 - Apr 1996 · 2 yrs 1 mo