Brisbane, Queensland, Australia
A commercially focused senior executive with more than 20 years of experience championing strategy in financial services. This is complemented by more than 25 years of experience in the industry. Drawing upon a depth and diversity of experience with proven success in motivating successful teams to deliver growth and change agendas. A hands-on professional who is trusted, balanced and collaborative, with core focus areas in leadership, general management and implementation roles that have driven, programs across financial advice, business services and product solutions. Key Capabilities, Achievements and Experience Strategic Leader and Relationship Professional • Extensive experience in Advice Management, Business services and Product solution implementation • Proven Track record of managing small, medium and large licensees 6 to 550+ • Business Transformation experience – Start-up, Integration, Rationalisation and Growth • Experienced in managing businesses and territories end to end including P&L accountability • Proven track record in leading teams 5 to 160+ staff and advisory communities • Deep knowledge of the Advisory business landscape and its operating models • Deep Financial Services knowledge across value chain/business cycles • Known and respected in the financial services community Governance Involvement • Responsible Manager experience • Licensee Board member • Advisory Board experience • Compliance Committee member • Investment Committee member Qualifications • Diploma of Financial Markets, FINSIA • Advanced Diploma of Financial Services (Financial Planning), KAPLAN • Company Director’s Course, AIDC • Graduate Diploma of Financial Planning (currently enrolled), DEAKIN Associations • Financial Advice Association Australia I am professionally and personally driven to assist clients, businesses, teams and individuals achieve what is important to them. Comments include: “I have a high regard for the way he conducts himself which is in a professional, ethical & no nonsense manner.” “He is highly respected and regarded as a professional in the Financial Services Industry. His leadership and business input has seen him achieve great outcomes for the organisations he has been associated with." “He is a highly relationship based leader who is driven and passionate about inspiring others.”
Founded by Betashares, and InvestSense, Trellia Wealth Partners is a market leading partner for financial advisers. Trellia Wealth Partners is purpose built to deliver comprehensive portfolio choice and efficient scale, with the high touch partnership of a specialist investment consultancy firm. Trellia Wealth Partners provides investment choice with index-based portfolios, actively managed portfolios, specialist options and fully bespoke solutions.
InvestSense, a portfolio management and investment management consultancy firm founded in 2014. InvestSense has extensive experience in financial markets across institutional and retail investment consulting, portfolio management and investment research. InvestSense specialises in delivering client friendly, outcome-based portfolio solutions using managed account technology for financial advice professionals and their clients.
SPA Business Consulting was established to provide value-adding services to its business partners. SPA works with a portfolio of business partners across the three pillars of Financial Advice, Business Services and Product Solutions to meet their business outcomes. This is achieved via active involvement to design and deliver agendas using SPA’s diverse financial services experience, professional connections, practical solutions and execution skills. Focus areas include: * Board and Advisory Board Representation * AFSL Management and Responsible Manager Representation * Governance and Structure advice * Mergers and Acquisitions * Strategy Development and implementation * Product Distribution * Business Growth * Community Expansion * Client Segmentation * Company Profiling * Company Representation * Relationship Management * Business Development and Management
Quanta Investment Funds (Quanta) is an Australian property investment group with a proven track record of delivering enhanced returns to high-net-worth clients. Formerly Sentinel Property Group Australia, Quanta manages in excess of $660 million over 6 trusts with 30 property assets.
Founded in 2014, Swell is a boutique investment manager with the flexibility to invest in developed markets around the world. Swell’s investment strategy is predicated on the acquisition of outstanding globally listed companies at a discount to their conservatively estimated intrinsic value. Swell's target market segments includes high-net-worth individuals, family offices and financial advisory firms throughout Australia. As Chief Executive Officer and Head of Distribution my core focus areas included: * Strategy Development and Implementation * Governance and Compliance * Product Distribution * Business Growth and Development * Company Profile and Representation * Talent Development