I am the Founder & Principal of Optimal Wealth Solutions. I am also a CFP® Professional and hold a Master of Commerce from the University of New South Wales.Before I established Optimal Wealth Solutions, I held senior management positions with premier international banking institutions, including Citigroup, BNP Paribas, Deutsche Bank and Bankers Trust, advising other banks and multi-national corporations on their finance and structuring activities.After leaving banking I decided… Show more I am the Founder & Principal of Optimal Wealth Solutions. I am also a CFP® Professional and hold a Master of Commerce from the University of New South Wales.Before I established Optimal Wealth Solutions, I held senior management positions with premier international banking institutions, including Citigroup, BNP Paribas, Deutsche Bank and Bankers Trust, advising other banks and multi-national corporations on their finance and structuring activities.After leaving banking I decided to move into the financial planning space. I now assist a select number of clients on a broad range of financial issues which including:-☑ Retirement planning strategies☑ Wealth creation☑ Wealth protection☑ Estate planning strategies☑ Cash flow maximisation☑ Tax planning strategiesThe strength of my engagement with clients lies in creating bespoke financial plans. I consider their long term goals, financial resources and their ever-changing life circumstances, to help them confidently plan for the future.If you'd like a confidential one-on-one with me please give me a call.Optimal Wealth Solutions Pty Ltd ABN 47 168 981842 are Authorised Representatives of AvalonFS Pty Ltd AFSL 437518 Show less

Responsible for the internal and external marketing of SCM and its products in the Asia Pacific region. Products included complex structured finance and fixed income structures with legal, tax, accounting and regulatory considerations.

Responsible for all facets of SCM in Australia and NZ including product development, marketing, structuring and the execution of structured finance transactions for BNPP and its clients.

I was responsible for all facets of Global Capital Restructuring in Australia and NZ,. My role included oversight of: ✔ product development✔ marketing✔ structuring and the execution of structured finance transactions for Citigroup and its clients