Landen Property Group is a private company well known in the property development industry. The company was founded on the core belief that property is at the heart of prosperity. Landen exists to help people build, invest and grow. Through Landen specialist experience, we help our customers look toward their future by partnering them in their journey to prosperity. The aim is to transform their tomorrow by offering a competitive return on their investments.• Lead capital raising… Show more Landen Property Group is a private company well known in the property development industry. The company was founded on the core belief that property is at the heart of prosperity. Landen exists to help people build, invest and grow. Through Landen specialist experience, we help our customers look toward their future by partnering them in their journey to prosperity. The aim is to transform their tomorrow by offering a competitive return on their investments.• Lead capital raising initiatives and successfully onboarded SMSF, retail, wholesale, and ultra-high-net-worth clients.• Cultivated long-term relationships with high-profile clients, resulting in an increased repeat customer base and effective resolution of service issues.• Developed and implemented innovative sales and marketing strategies to consistently achieve and exceed KPI targets.• Created impactful presentation materials for sales, customer relations, and management purposes.• Drive sales growth across multiple channels, contributing to overall business success.• Utilized cold calling, prospecting, and networking to acquire new customers and expand into new markets Show less

Pulse Markets Pty Ltd is a wholly subsidiary of BIR Financial, a listed entity on the ASX, a diversified financial services operation specialising in ECM’s/Corporate Advisory, Derivatives and Managed Discretionary Accounts. We cater a range of options for SMSF’s, sophisticated investors and institutional clients.• Appointed as RG105 AFSL Responsible Manager, ensuring compliance with AFSL regulatory requirements.• Ensured adherence to ASIC regulations, maintaining the integrity and… Show more Pulse Markets Pty Ltd is a wholly subsidiary of BIR Financial, a listed entity on the ASX, a diversified financial services operation specialising in ECM’s/Corporate Advisory, Derivatives and Managed Discretionary Accounts. We cater a range of options for SMSF’s, sophisticated investors and institutional clients.• Appointed as RG105 AFSL Responsible Manager, ensuring compliance with AFSL regulatory requirements.• Ensured adherence to ASIC regulations, maintaining the integrity and compliance of financial operations.• Managed client communications, including meetings and calls, to provide general advice on products offered through the Pulse Markets platform.• Reviewed external-facing materials (brochures, website content, email/mail campaigns, and other marketing materials) to ensure factual accuracy and that general advice provided aligns with regulatory standards.• Oversee custodial arrangements, ensuring client assets were properly segregated and portfolios safeguarded to protect investors' interests.• Supervised staff performance and ensured effective execution of tasks.• Oversaw business activities to ensure alignment with company goals and operational efficiency. Show less

Tiger Brokers is a NASDAQ listed global company (TIGR) providing over 9 million registered users and nearly 2 million account holders with access to the world’s stock markets. Since our inception in 2014, the company has become the fastest growing online broker for millennials and Gen Z• Appointed as RG105 AFSL Responsible Manager, ensuring compliance with AFSL regulatory requirements.• Ensured adherence to ASIC regulations, maintaining the integrity and compliance of financial… Show more Tiger Brokers is a NASDAQ listed global company (TIGR) providing over 9 million registered users and nearly 2 million account holders with access to the world’s stock markets. Since our inception in 2014, the company has become the fastest growing online broker for millennials and Gen Z• Appointed as RG105 AFSL Responsible Manager, ensuring compliance with AFSL regulatory requirements.• Ensured adherence to ASIC regulations, maintaining the integrity and compliance of financial operations.• Managed client communications, including meetings and calls, to provide general advice on products offered through the Tiger Brokers platform.• Reviewed external-facing materials (brochures, website content, email/mail campaigns, and other marketing materials) to ensure factual accuracy and that general advice provided aligns with regulatory standards.• Oversee custodial arrangements, ensuring client assets were properly segregated and portfolios safeguarded to protect investors' interests.• Supervised staff performance and ensured effective execution of tasks.• Oversaw business activities to ensure alignment with company goals and operational efficiency. Show less

Eclipx Group is an ASX listed company and an established leader in vehicle fleet leasing, fleet management and diversified financial services in Australia and New Zealand, conducting business for over 25 years.• Generated leads and capitalized on business opportunities to drive company revenue and enhance profitability.• Developed and managed a business development plan based on market and industry research to identify growth opportunities.• Identified and implemented effective… Show more Eclipx Group is an ASX listed company and an established leader in vehicle fleet leasing, fleet management and diversified financial services in Australia and New Zealand, conducting business for over 25 years.• Generated leads and capitalized on business opportunities to drive company revenue and enhance profitability.• Developed and managed a business development plan based on market and industry research to identify growth opportunities.• Identified and implemented effective strategies for client acquisition, leading to increased business development opportunities.• Prospected, built, and nurtured relationships with key contacts to promote product lines and solutions.• Established new customer accounts through effective negotiation and closing of sales.• Utilized cold calling, in-person visits, and referrals to generate leads and expand the customer base.• Compiled and submitted detailed monthly and yearly performance reports.• Participated in the bidding process and successfully closed sales during tenders.• Held internal meetings with major stakeholders at Eclipx to align strategies and goals. Show less

Leveraged Equities Pty Ltd (LE) is a subsidiary of the ASX listed entity, Bendigo and Adelaide Bank. LE has been in business over 27 years.• Managed a loan book of A$300M with an Asset Under Management (AUM) of A$700M, ensuring optimal performance and risk mitigation.• Oversaw a diversified portfolio including Independent Financial Advisors (IFA), boutique financial advisory firms, family offices, and Ultra High Net Worth (UHNW) clients, fostering long-term relationships and driving… Show more Leveraged Equities Pty Ltd (LE) is a subsidiary of the ASX listed entity, Bendigo and Adelaide Bank. LE has been in business over 27 years.• Managed a loan book of A$300M with an Asset Under Management (AUM) of A$700M, ensuring optimal performance and risk mitigation.• Oversaw a diversified portfolio including Independent Financial Advisors (IFA), boutique financial advisory firms, family offices, and Ultra High Net Worth (UHNW) clients, fostering long-term relationships and driving business growth.•Directed and mentored a team by setting sales targets, monitoring performance, and reviewing individual KPIs to ensure alignment with business goals.• Strengthened repeat customer base by maintaining strong relationships with high-profile clients and resolving service issues promptly, ensuring continued satisfaction.•Developed and implemented creative sales and marketing strategies, enabling the sales team to achieve KPIs and drive revenue growth.•Created impactful presentation materials for sales, customer relations, and management purposes to communicate key business insights and updates effectively.•Increased sales across various channels by employing cold calling, prospecting, and networking strategies, successfully penetrating new markets.•Conducted comprehensive market research and competitor analysis, providing actionable insights to inform business strategy.•Enhanced profit margins by controlling expenses, managing budgets, and optimizing product turnover, leading to increased closures and improved financial results.•Led and managed key internal projects, ensuring on-time delivery and alignment with organizational objectives.•Oversaw Anti-Money Laundering (AML), Know Your Customer (KYC) processes, and client on-boarding in accordance with regulatory requirements.•Structured and submitted credit loan applications in alignment with the bank’s credit policies and guidelines. Show less

Deutsche Bank AG is a global bank, head office in Germany with offices in Sydney, Melbourne and Perth; The Sydney office is one of the bank’s four hubs; Deutsche Bank Private Wealth was an advisory business while giving clients access to wealth management platform that consist of multi-currency lending and asset;• Managed and controlled loan book size of A$500M with AUM of A$1.1B~• Managed diversified client base consisting of Independent Financial Group (IFA), Boutique Financial… Show more Deutsche Bank AG is a global bank, head office in Germany with offices in Sydney, Melbourne and Perth; The Sydney office is one of the bank’s four hubs; Deutsche Bank Private Wealth was an advisory business while giving clients access to wealth management platform that consist of multi-currency lending and asset;• Managed and controlled loan book size of A$500M with AUM of A$1.1B~• Managed diversified client base consisting of Independent Financial Group (IFA), Boutique Financial Advisory firms, Family offices and Ultra High Net Worth clients• Oversaw staff by delegating work and reviewing individual performance;• Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues;• Implemented creative sales and marketing strategies to assist sales team with reaching targets;• Created presentation materials for sales, customer relations and management purposes;• Increased sales from various channels;• Employed cold calling, prospecting and networking to land new customers and penetrate new markets;• Conducted market research and reported on competitors;• Contacted customers via phone and email to explore connections, offer services and cement relationships;• Boosted profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns;• Managed and lead internal Project;• AML, KYC and On-boarding of clients;• Structuring and submitting credit loan application in line with the bank’s Credit Guidelines and Policies;• Cross sell of Bank products; and• Keeping up to date with Compliance requirements. Show less