Returning to my roots in Tasmania after twenty years and several fantastic opportunites to grow my skillsets within Financial Services (primarily Corporate Finance, Asset Management, Stakeholder Management, and FinTech).I am now looking for roles communsurate with my skills and experience.

A leading SaaS technology designed on Salesforce to significantly reduce the cost of providing advice within the Financial Services industry. I was a founding executive who grew a team of five to a business of over 200 on four continents serving high-profile partners and clients.As Head of Corporate Finance & Strategic Relationships, my team built and maintained the senior stakeholder relationships of the company. These relationships were harnessed to execute on the Corporate Finance strategy, highlighted through capital raised (A$50m over five years) and the execution of our most senior supplier and client agreements.I left Creativemass in March 2023 after the business was restructured and sold to GBST.__________________________________________________________________________________________________Roles & Achievements• Responsible for the Corporate Development & Finance strategy.• Built and maintained a broad network of industry stakeholders to identify, establish and foster investor, client and other relationships to evolve our business.• Responsible for preparing and “roadshowing” corporate collateral to stakeholders and potential investors to raise adequate capital (A$50m over 5 years) within a cashflow negative business and difficult economic backdrop.• In control of modelling, decision making and management of potential acquisitions, divestments, licensing agreements and restructuring as required.• Successfully led and supported our largest key client opportunities, including high profile financial services businesses (contracts were long-term and some exceeded A$100m in value).• Managed, negotiated and executed of high value engagements with clients, suppliers and other stakeholders.

Roles & Achievements• Key contributor to the business plan, resourcing and messaging during the formative years of the business.• Identified, connected and maintained a broad network of industry stakeholders to identify, establish and foster investor, client and other relationships to evolve our business.• Built financial models, created investment decks and educated / roadshowed to stakeholders on our strategy, raising capital of over A$50m for the business.• Identified and head-hunted key team members from other companies to provide the requisite skill sets.• Created new policies and identified risks within the business to manage rapid growth and presented these to management along with suggested business plans and rollout strategies as required.

Activ8 Capital provides small and mid-market companies (listed and unlisted) with institutional level corporate finance advice from respected professionals, with real world experience. Activ8 provides a more entrepreneurial remuneration arrangement (not solely large upfront fees) dependent upon corporate objectives.__________________________________________________________________________________________________Roles & Achievements• Provided corporate finance and operational analysis to client businesses based on a “hands on” approach with management and staff, working on the ground to identify potential efficiencies and strategies to achieve them. Client industries ranged from Consumer Staples, Retail, Manufacturing and Technology companies• Built a strong network of broking and family office investors, advocates and stakeholders.• Designed, created and presented recommendations to management.• Led or co-led capital raise activites, asset acquisitions and corporate restructures including IPO activities, secondary raises and trade sales.• Extensive financial modelling and valuation offering.

Accordius is the family office of Mark Korda and Mark Mentha, the founders of KordaMentha (https://kordamentha.com/home). I was sought out to join Accordius in 2009 as an Investment Manager, by a previous colleague, to assist in scaling up their fledgling business, to put further rigor around their investment management and execution processes and lead the external investment face of the business.Working with Accordius further provided a solid understanding of the inner workings and issues that small and large businesses face. The ability to interact with senior and mid-management further progressed my understanding of strategic and operational issues that determine corporate success.__________________________________________________________________________________________________Roles & Achievements :• Liaised directly with C-Suite executives of ASX listed and unlisted companies regarding their financial statements, forecasts and strategies.• Found, created and fostered deep relationships with research analysts, brokers, investors, and company management to build our brand and FUM.• Built FUM from A$30m to A$100m at time of departure.• Chaired Investment Committee meetings, playing key roles in determining Asset Class distribution, risk metrics and security selection.• Created and presented financial models and frameworks of securities for peer review.• Implemented technology improvements across the business providing better risk controls, custody, execution and overall management transparency.

London Partners (now sold) was an ultra-high net worth family office. I was sought out to add to their rapidly growing business that required trained portfolio managers who could provide more rigor, process and oversight specifically to risk within their investment division as the business had grown from A$100m to over A$1.5b during my tenure.While the role had many issues (including the very strenuous period of the GFC) the advice provided saved investors highly material amounts of money.__________________________________________________________________________________________________Roles & Achievements :• Implemented transparent, holistic portfolio risk reporting processes, including concepts such as “drift” (vs static) portfolios to align client portfolios.• Created and implemented portfolio and asset allocation tools so that the business was able to even determine how their clients’ money was allocated• Provided factual and empirically based evidence of the levels of risk being taken on within client portfolios including over gearing, asset allocation, industry and security concentration.• Worked directly with investment advisers and senior executives (who were not from investment backgrounds) to encourage aligning client risk with their needs and objectives.• Create a standardised set of aspirational characteristics for securities within certain portfolios and a template for debating these characteristics.

Lincoln Indicators was a multi-faceted business with a “stock selection” software and a burgeoning asset management business. The underlying philosophy was a sound financial stability methodology; however, management were unable to harness this into a coherent investment philosophy to create and investment mandate for, which was the key objective of my role.Roles and duties:• Changed the investment approach from a high turnover “black box” approach to a fundamental GARP (Growth at a reasonable price) methodology.• Restructured the investment team and removed non-arm’s length agreements with external third parties• Grew FUM from $30m to $150m during my tenure