With over 20 years of experience in the finance and private wealth industry, I have built a strong network of connections, including Private Wealth Network (PWN) and Tattersalls Club Sydney. My career spans senior roles at Macquarie, NAB Private, and Woodbury Financial Services, as well as running my own financial planning practice.As a Senior Manager Investor Relations, I regularly present and report to leadership teams and boards of directors, drawing on my strategic insights and expertise gained through an MBA with specialisations in consumer behaviour, marketing psychology, and entrepreneurship. I thrive in dynamic environments that foster collaboration, enthusiasm, and action.At Dorado, I’m proud to lead a team that attracts top talent from prestigious institutions such as Macquarie, KPMG, NAB, and JLL. We create a culture of long-term growth and development, with all staff undergoing DiSC and Enneagram assessments to enhance personal and professional alignment.As an ASIC-appointed Responsible Manager, I have developed and implemented compliance policies that ensure best practices and regulatory adherence. My qualifications include postgraduate finance and MBA studies in economic and legal context, ethics and professionalism, and FASEA competence.In addition to my finance background, I’m actively involved in an exclusive family office network, where we regularly exchange insights and strategies spanning generations. I am also highly skilled in utilising sales management tools such as HubSpot, Salesforce, LinkedIn Sales Navigator, and Mailchimp.Personality: ENFJ Protagonist | Enneagram Type 2 (Helper) | DiSC Profile (ID)I’m driven by a passion for service, leadership, and helping others succeed. This aligns with my broader purpose: to help people create their authentic selves and build wealth using their unique strengths.Beyond my professional life, I’m deeply committed to giving back to the community, actively supporting Tattersalls club and Pink Finss charity. When I’m not working, I enjoy playing tennis, golf, cycling, surfing, and guitar. Most importantly, I am a dedicated husband and father, always striving to maintain balance and joy in both personal and professional pursuits.
Listed skills include Mod, Military Operations, Weapons Handling, Army, and 18 others.