Provide holistic advice to clients covering investments, insurances, superannuation, SMSFs, and retirement planning.Manage a team of 5 advisers and adviser support staff.

Project focused remediation of advice and identification of the rectification paths as part of advice regulatory reform requirements.Perform financial analysis including use of in-house calculators for asset allocation, listed securities, insurance affordability, cash flow and compensation calculations.Peer review and audit colleagues’ case assessments.

Review and case assess advice provided by advisers aligned with a Big 4 Bank covering areas such as superannuation and SMSFs, investments, insurances, direct equities, retirement planning and social security.Write a case assessment report that summarises the findings on the appropriateness or inappropriateness of the financial advice strategies and provide reasons/justification as to why such a view was formed.

Developed a business plan/framework for transitioning a general advice business to a personal advice business and completed the organisation’s first SoA on insurances and superannuation to the trustees of a SMSF.Managed a team of 3 advice support staff.

Providing holistic financial planning – investments, superannuation, insurances, aged care, defined benefits and retirement planning.Member of the National Advisory Committee as well as the AFSL's Investment Committee.

The MBA Partnership (holistic financial planning – investments, superannuation, insurances, aged care, defined benefits and retirement planning and leasing arrangements). The firm also provides accounting, tax, compliance, business advisory and valuation services

McKern Strategic Pty Ltd (holistic Financial Planning – investments, super, insurances, aged care, defined benefits, SMSFs, retirement planning) and McKern & Associates (Accounting /tax- compliance)

Innovatus Wealth is the financial planning, property investment and finance broking arm of the Innovatus Group.The Group provides a diverse range of services in addition to the above which include - accounting and tax, bookkeeping, business coaching, insurances (general), superannuation (including SMSFs, set-up, and administration)) and human resource management support.

MRD Partners is an integrated professional services firm offering property investing, finance, and financial planning through MRD Realty, MRD Finance and MRD Financial Planning.

Accountants, Tax Agents, Financial Planners

Supporting SMEs and NFPs with funding proposals/government grants, re-structuring and marketing, policy/procedure drafting and reviews.Key submission contributor on the National Disability Insurance Scheme (NDIS) and NSW Disability Reforms for the Tweed Valley Early Childhood Intervention Service (TVECIS).Drafted and reviewed policies for an Early Childhood Centre covering areas such as staffing and development, risk management, operations and enterprise agreements.Supported 3 SMEs achieve $150k in government grants/funding to assist with the re-structuring/re-branding of their businesses.

Largest land/rural acreage property developer in SE Qld.Servicing all client needs in relation to land ownership/investment - from reviewing town plans, to understanding cadastral and topographical maps and identifying key development and infrastructure activities in regional areas prior to owning/investing.Key client relationship managementDeveloped 'referral' partner programCreated advertising/promotional/marketing initiatives

Responsible for national/strategic relationships and key account management for property advisory services. A member of the senior management team.Capital 360 along with the Ironstone Group is a research based, specialist residential property investment group that delivers property funds management, property advisory and investment services to a broad range of institutional and private clients both in Australia and overseas.

This position led the sales and marketing function, client service delivery, operations and relationship management.I was a member of the Executive team, the Board appointed Risk and Compliance Committee and a Responsible Manager under the company's AFSL.

Responsible for all operational aspects of the AFSL and the construct of the approved product list (including research).Instrumental in growing the business within 18 months to $80M under management with 15 advisers.Was a director and authorised representative of the AFSL.

Responsible for 60 people across 6 business units including; product concepts, professional development (advisers), promotions, training and development, research house relationships and sales technology.Director of Tower Managed Funds Limited, Tower Adviser Services Limited, Tower Financial Advisory Services, as well as external compnaies such as Beacon Investment Management Services, NOW Financial Services Holdings P/L and NOW Securities Limited (re-named FSP) 2000-2002.National Manager, Tower Managed Funds Limited 1999-2000Responsible for all operational aspects of the Funds Management company. Director of company and ASIC approved Proper Authority Holder.Manager, Unit Trust Products 1998-1999Responsible for all aspects of the product development/management life cycle. Launched new range of wholesale, mezzanine and retail managed funds to the market.