- Responsible for acquisition and servicing of high net worth clients; managing and strengthening key client relationships - Identify clients’ needs and requirements; tailor suggestions to grow wealth and manage risk using a broad range of investment instruments - Identify and source research from a broad selection of sources both internally and external to Macquarie Group- Identify and win new clients with investable assets of $2 million plus- Identify and form business partnerships with other firms specialising in servicing High Net Worth clients, particularly accountancy firms- Network with the broader wealth management team and other parts of Macquarie Group to maximise client share of wallet- Ensure advice provided is compliant and accurate- Specific technical competencies in: * Portfolio construction and risk allocation * Securities * Managed funds * SMSF Investments * Superannuation * Derivatives * Personal Insurance * Gearing and tax effective strategies. * International Investments * Provision of advice to both Retail and Wholesale Clients.ACHIEVEMENTS- Created and managed a book of $90 million - Focused predominantly on clients in pre-retirement or retirement phase with investable assets in excess of $2 million- Annual client retention of 90% plus for the last six years- High levels of client satisfaction - the majority of my clients have been with me for over a decade with many referring other clients- In-boarded over $8 million in the most recent financial year- Developed and executed a client care program during the pandemic with no loss of business- Achieved RMG Compliance Report “B” rating across all files, which is the highest possible rating- Initiated a new prospecting approach via using professional services coaching to create new relationships with a broad range of CBD-based accountancy firms- Maintained and grew a strong relationship with my major referral partner Martin & Orr Accountants.

- Responsible for acquisition and servicing of retail clients- Identify clients’ needs and requirements; tailor suggestions to grow wealth and manage risk using broad range of investment instruments - Provide holistic wealth solutions including: * provision of direct shares advice * advice to selected clients on derivatives, options and hedging strategies * provision of advice on life and income insurance, estate planning, with particular emphasis on managing generational wealth- Identify and win new clients with investable assets of $0.5 million or more- Identify and source research from a broad selection of sources both internally and external to Macquarie Group- Network with the broader wealth management team and other parts of Macquarie Group to maximise client share of wallet- Ensure advice provided is compliant and accurate- Maintain appropriate and compliant records.ACHIEVEMENTS- Created and managed a book of over $60 million - Area of focus was predominantly clients in pre-retirement or retirement phase with investable assets in excess of $0.5 million. Over 100 individual client relationships- Annual client retention averaging 90% - High levels of client satisfaction - the majority of my clients have been with me pre GFC with many referring other clients over the years- Developed and executed a client care program during the GFC. This was one of the most difficult financial periods of the last fifty years. Through regular and empathetic client contact and deep relationships, client losses were minimal- Maintained an effective compliance regime

- Managed a direct (non Advice) sales team- Team consisted of ten direct reports- Recruiting, coaching and training team members in both product knowledge and sales skills- Collating and reporting sales metrics.ACHIEVEMENTS- Creating a high performing sales team over a period of three years. The team were among the highest performing in sales revenue within the Banking and Financial Services Division- Excellent staff retention with strong staff satisfaction over this period- High levels of client satisfaction.