Habitat is a start-up Project Management company who provide comprehensive home renovations. Dealing with clients they provide full Project Management of the renovation, Building design, interior design and all one-off services. ‣ Deal with all tender documentation to clients ‣ Find new projects for the business through sales‣ Continued up to date reports and financial information to clients.‣ Deal with all documentation to builders, council and external parties

OTI Racing’s objective is to train horses for OTI Management partners.  OTI trains horses with partners for enjoyment and financial return. OTI buys horses, usually from Europe, offers them to owners then manages the horse’s racing career on behalf of its partners.‣ Producing Product Disclosure Statements for all new horses purchased for syndication ‣ Liaising with ASIC and Racing Victoria regarding the syndication of purchased horses‣ Setup of Financial services licence within Australia for OTI‣ Data analysis of all horses to be purchased from Europe‣ Sales of recently purchased horses

A boutique Financial Planning organisation with over 400 clients specialising in Superannuation, SMSF, Insurance, Transition to Retirement and Estate Planning.‣ Implementing Statement of Advices for new and existing clients ;‣ Analysis of clientele’s cash flow, insurance cover, estate planning, super and retirement plans;‣ Constructing individual tailored financial plans for clientele;‣ Implemented quarterly reporting for all clients which allowed clients to track investments and advise of any potential improvements in their investment portfolios;‣ Liaison and relationship management with all super and insurance providers to ensure a desired outcome was met for all parties.