Specialising in assisting clients with investments of >$1million utilising our investment strategies through our unique model portfolios.

In 2017, I transitioned to the role of CEO within Wahlstrom Financial Services to assist our newly appointed General Manager with the daily operations of our firm.As a Financial Planner I am authorised to provide advice on:• Retirement planning• Gearing/Margin Lending• Investments• Superannuation• Budget & Cashflow Management• Estate Planning, • Centrelink/DVA, • Debt Management• Personal InsuranceI am an authorised representative of Millennium3 Financial Services (AFSL 244252).

As the General Manager of WFS I was my responsibility to ensure that we met and exceeded our operational goals and provide the best possible financial solutions and strategies to our clients.I accomplished many achievements during my time as General Manager at Wahlstrom Financial Services including (but not limited to): • Doubled the size of our business and FUM• Developed updated branding of the business and introduced digital marketing (website, social media)• Introduced COI and referral agreements with trusted businesses• Further developed the WFS Model Portfolios and introduced a Product Steering Committee• Introduced additional business services such as our Private Wealth division and Claims Management services• Introduce automated workflow system using ENZUMO• Introduced executive board paper reporting

GIFS is a service company that provides expert sales, marketing and strategy advice to Master Trust and Wrap platform providers.We work closely with Financial Planning firms to ensure that we are maximising profitability through contract negations with corporates, banks and dealer groups as well as the use of client management systems and platforms.GIFS can assist with full re-structuring and negotiations as well as implementation and review for all financial planning firms.

Responsibilities➢ Subject matter expert IDPS / Super Wrap business ➢ Adviser Transition of Platform Sales, Strategy and Implementation across Australia➢ Corporate Negotiation of transition arrangements, Contracts and Implementation➢ Distribution Transition Management from Oasis to ING to ANZ➢ Budgets and Cost Centre➢ Executive Board Paper Reporting➢ Management of internal and external stake holders➢ Management of sales and profit target Major Achievements ➢ Successful transition of Oasis distribution management to ING Australia and ANZ➢ Set Strategy, Systems, Process and Implementation of transition project.➢ Transition Contract negotiations and Sales of $120 million in the first 9 months➢ Total transition sales and success for 18 months of $270 million in new business

Responsibilities➢ Sales and Distribution Strategic Planning ➢ Implementation of company Strategic Direction➢ Distribution / Sponsorships Income and Expense management ➢ Hiring, firing, performance management of distribution staff➢ OHS, technology and HR management of Distribution➢ Corporate Governance - Distribution➢ Marketing and Sponsorship ➢ Board Reporting and presentations➢ Conference presentations➢ Subject matter expert IDPS / Super Wrap business ➢ Adviser Transition of Platform Sales, Strategy and Implementation across Australia➢ Corporate Negotiation of transition arrangements, Contracts and Implementation➢ Budgets and Cost Centre➢ Management of internal and external stake holders➢ Management of sales and profit target➢ Responsible for Dealer Head Office and Key Account Management.Major Achievements ➢ Increased Sales from $1.5 to $6 billion over 5 years➢ Set Strategy, Systems, Processes and Implementation of Sales Strategies➢ Put in place a transition sales and implementation process➢ Established a successful sales and distribution team➢ Successful lead up and client management of the FSP $1.5 billion platform transfer (Australia’s largest Successor funds transfer).

Responsibilities➢ Strategy and day to day Management➢ Management of financial Accounts➢ Key Account Management, Sales and Referrals➢ Technology and processes➢ Contract Negotiations and Services➢ OH&S ➢ Corporate GovernanceMajor Achievements➢ Take a start up to $100 million in lending with in 18 months➢ Won a NSW government award for Small Business enterprise innovation➢ Successful Sale of business and Succession plan