The Villages are owned and operated by Lisle Villages Inc, a not for profit entity, founded in 1974. Set in two of Perth’s most sought-after locations, all surrounded by stunning gardens, close to the city centre, , with three villages Lisle, Leewena and Melvista, the association provides affordable and quality retirement living.

I'm heading in a new direction and have set up my multi faceted consulting business to assist clients in all manner of professional services enabling them to create efficiency and better outcomes. This can be a targeted or holistic approach and includes, but not limited to;• Business structure and business development• Mentoring• Banking and Finance – specializing in lending structures, cashflow, credit analysis• Strategic planning• Risk management• Project and property management• Office Management, operational mattersGive me a call and let's see what we can achieve together.

Experienced finance professional with a demonstrated history of working in the financial services industry. Skilled in Financial Structuring, Capital Sourcing, Portfolio Management, Financial Risk, Business Relationship Management, and Risk Management.

Key Responsibilities • To oversee a diversified portfolio of assets in a family office which include a large number of investments properties, private lending, trading tourism businesses and many more• Provide leadership, inspiration, coaching, performance management and motivation to team members• Strong financial and business acumen and understanding of financial reporting and strategic planning and risk analysis, to assist the Board.Duties• Develop key relationships both locally and interstate, to assist with the day to day investments the family office participate in• Run a private lending portfolio to non-NCCP borrowers to assist in short term financing of construction, land banking, business financing facilities. Credit analysis and due diligence completed mainly in house• Project Management of development properties including sourcing land, liaising with builders, real estate agents etc, to completion and sale for a profit• Manage and mentor staff within the Perth Office as well as the tourism businesses. Assist with sourcing staff, budgeting, strategy plans, policy and procedure• HR for the Group

To pro-actively manage customer relationships and meet their needs by providing full Integrated Financial Services solutions through the most cost effective and appropriate channels. Full portfolio management via penetration of existing customers, acquisition of new customers and expense management.Develop processes to evaluate service levels/identify potentialimprovements. Undertake distribution & sales objectives planning. Lead, coach, develop & motivate team members.Manage portfolio of customers with footings of approx $150m+ in Lending and $130m+ in deposits

To pro-actively manage customer relationships and meet their needs by providing full Integrated Financial Services solutions through the most cost effective and appropriate channels. Full portfolio management via penetration of existing customers, acquisition of new customers and expense management.Develop processes to evaluate service levels/identify potentialimprovements. Undertake distribution & sales objectives planning. Lead, coach, develop & motivate team members.Manage portfolio of customers with footings of approx $120m+ in Lending and $130m+ in deposits

To assist in the acquisition of new commercial/business customers to the National Australia Bank (NAB) by meeting their needs in providing full Integrated Financial Services solutions through the most cost effective and appropriate channels.

To establish and maintain relationships with key customers.The regional contact for matters relating to customer accounts, debt management including aboriginal debt. Relationship Manager for Aboriginal Town Based Communities.