Matthew Mcpherson Email & Phone Number

Sydney, Nsw, Au

Sydney, Australia

In this role, I lead a team of loan sales, support, and marketing staff to provide financial advice and sell white labelled mortgage offerings to clients across Australia.Role includes:► Team leadership - loan sales, sales support and marketing team - includes onshore and offshore teams, as well as contractors to provide specific advice and expertise as required ► Collaborating with Treasury, sales, compliance, legal/settlements and credit teams to define business… Show more In this role, I lead a team of loan sales, support, and marketing staff to provide financial advice and sell white labelled mortgage offerings to clients across Australia.Role includes:► Team leadership - loan sales, sales support and marketing team - includes onshore and offshore teams, as well as contractors to provide specific advice and expertise as required ► Collaborating with Treasury, sales, compliance, legal/settlements and credit teams to define business strategy► Implementation of initiatives to increase market share and volume from the retail channel► Key customer relationship development / management► New business development, sales and marketing► Working directly with clients to drive growth of their personal wealth and asset base, while decreasing debt for financial freedom► Driving and achieving high standards of customer service and satisfaction► Collaboration and exclusive work with key external providers to develop and sustain strong relationships – e.g. MFAA, Lend Lease, and other referral partnersHighlights:● Increasing monthly business settlements by more than 300%● Establishing a Retail Online Mortgage Lending arm of the business and achieving the targeted growth in channel sales● Building the sales / loan team and creating a strong sales and marketing department● Identifying, developing, and nurturing strong professional relationships with several new key national and international business partners Show less

Sydney

In this role, I act as a personal trainer for money with the goal to ensure clients have a better understanding of cash-flow, taxation, investing, mortgages and how to protect these assets as they grow.Role includes:► Development and facilitation of training, consulting and advice to help clients understand cash-flow, taxation, investing, mortgages► Key customer relationship development / management► New business development, sales and marketing► Provision of… Show more In this role, I act as a personal trainer for money with the goal to ensure clients have a better understanding of cash-flow, taxation, investing, mortgages and how to protect these assets as they grow.Role includes:► Development and facilitation of training, consulting and advice to help clients understand cash-flow, taxation, investing, mortgages► Key customer relationship development / management► New business development, sales and marketing► Provision of financial planning and wealth building advice to clients► Collaboration and exclusive work with accountants, financial planners, mortgagees, builders and real estate agents to ensure client success► Partnership and network development with referrers ► Driving and achieving high standards of customer service and satisfactionHighlights:● Establishing and building The Connector to manage all financial and money management needs for clients Show less

Sydney, Australia

In this role, I provided assistance and support to clients in Bella Vista, North Sydney and Cronulla in reducing non-tax deductible home loan and growing their investment base through better cash management, budgeting and investing. Role included:► Key customer relationship development / management► New business development and marketingProvision of financial planning and wealth building advice to clients► Collaboration and exclusive work with accountants, financial… Show more In this role, I provided assistance and support to clients in Bella Vista, North Sydney and Cronulla in reducing non-tax deductible home loan and growing their investment base through better cash management, budgeting and investing. Role included:► Key customer relationship development / management► New business development and marketingProvision of financial planning and wealth building advice to clients► Collaboration and exclusive work with accountants, financial planners, mortgagees, builders and real estate agents to ensure client success► Partnership and network development with referrers ► Driving and achieving high standards of customer service and satisfactionHighlights:● Establishing a new division focused on the sports and entertainment industry - which targeted elite sports people and entertainment professionals with financial planning and wealth building advice Show less

Sydney, Australia

In this role, I was appointed to oversee new start up division (financial planning and mortgage broking).Role included:► Development and implementation of policies and procedures to ensure efficiency and effectiveness of financial planners and mortgage brokers► Ensuring compliance with regulatory standards► New business development► Team leadership► Achievement of branch and team targets► Driving and achieving high standards of customer service and… Show more In this role, I was appointed to oversee new start up division (financial planning and mortgage broking).Role included:► Development and implementation of policies and procedures to ensure efficiency and effectiveness of financial planners and mortgage brokers► Ensuring compliance with regulatory standards► New business development► Team leadership► Achievement of branch and team targets► Driving and achieving high standards of customer service and satisfaction► MarketingHighlights:● Grew settlements 100% per month in the first few months with compliance amended and systems established to maintain control, and drive increased productivity across the business. Show less

Sydney, Australia

In this role, I managed key relationships with external Aggregator groups and their brokers to grow market share and products per customer. Role included:► Key customer relationship development / management► New business development► Achievement of branch and team targets► Collaboration and extensive networking with Aggregator stakeholders to understand and assess needs and gather feedback ► Partnership and network development with referrers (mortgage brokers… Show more In this role, I managed key relationships with external Aggregator groups and their brokers to grow market share and products per customer. Role included:► Key customer relationship development / management► New business development► Achievement of branch and team targets► Collaboration and extensive networking with Aggregator stakeholders to understand and assess needs and gather feedback ► Partnership and network development with referrers (mortgage brokers, managers, accountants, financial planners (and other influential people) ► Driving and achieving high standards of customer service and satisfaction► MarketingHighlights:● Grew market share significant in the first 12 months for new loans● Drove rapid growth in the new specialised Westpac Alpha Sports and Entertainment segment with over 200% growth in the first 12 months Show less

Sydney

In this role, I drove and managed growth of the portfolio of national and international talent. This involved liaising and networking with high net worth and ultra-high net worth customers to provide private banking services for their personal financial matters.Role included:► Key customer relationship development / management► New business development► Achievement of branch and team targets► Collaboration and extensive networking with managers, accountants… Show more In this role, I drove and managed growth of the portfolio of national and international talent. This involved liaising and networking with high net worth and ultra-high net worth customers to provide private banking services for their personal financial matters.Role included:► Key customer relationship development / management► New business development► Achievement of branch and team targets► Collaboration and extensive networking with managers, accountants, financial planners (and other influential people) ► Partnership and network development with referrers► Driving and achieving high standards of customer service and satisfaction► Marketing► Development of extensive contact network across the sports, entertainment, premium and private bank divisionsHighlights:● Grew revenue and balance sheet 200% of target in the first 12 months in role● Developed a reputation as a trusted advisor for financial related matters with strong word of mouth referrals and repeat business to consistently grow the portfolio Show less

Sydney, Australia

In this role, I managed Westpac branches in Kingsford & Alexandria Sydney Eastern Suburbs Region with responsibility for all operations within compliance guidelines.Role included:► Team leadership/coaching and mentoring► Key customer relationship development / management► New business development► Achievement of branch and team targets► Community engagement► Marketing► Budgeting and forecastingHighlights:● Managed two full service… Show more In this role, I managed Westpac branches in Kingsford & Alexandria Sydney Eastern Suburbs Region with responsibility for all operations within compliance guidelines.Role included:► Team leadership/coaching and mentoring► Key customer relationship development / management► New business development► Achievement of branch and team targets► Community engagement► Marketing► Budgeting and forecastingHighlights:● Managed two full service Sydney based branches with 12 staff Alexandria and a predominately SME and affluent branch customer base● Achieved successful transformation of the first pilot refurbishment concept of its kind in Australia with the highest return on investment branch in the country within 18 months● Appointed as Relief Regional General Manager (with oversight of 15 branches) within the first 12 months Show less

Sydney, Australia

In this role, I grew an existing multi-million-dollar loan book three-fold over four years with 400 clients, 1,600 prospects and around 10 new clients every month. I also helped drive significant market share increase for Mortgage Choice in the Randwick area.

Sydney

Castle Hill And Parramatta

Looking after the accountancy needs of small to medium businesses and individuals from tax returns to cash flow projections, financial accounts and business activity statements. Working as an accountant was a great foundation for any future role

Brisbane, Australia

During this period, I worked toward becoming a professional rugby league player and relocated to Queensland, playing in the Melbourne Storms feeder club Brisbane North’s which was on full-time basis.

Sydney, Australia

Foundation Directors Course, Company Directors

Activities and Societies: - Finance for Directors - Strategy & Risk for Directors - Governance for Directors

Advanced Diploma / Associate Degree Of Accountancy, Accountancy & Finance

Fbaa - Anti Money Laundering,, Mortgage Broker Finance

Cert Of Registration, Property, Stock And Business Agents

Rg 146

Certificate In Financial Management

Certified Advisor Member, Real Estate

Certificate Iv In Property Services, Real Estate

Certificate Iii Property Services, Real Estate

Executive Coaching Level 1, Executive Coaching

Certificate In Project Management, Building/Construction Finishing, Management, And Inspection

Certicate Iv In Financial Services, Mortgage Broking

Certificate Iii Financial Services, Financial Services

Certificate Ii In Business Services / Certificate Of Proficiency, Information Technology

Certicate Of Proficency, Sports Operations

Cert Ii Business Finance, Finance

Certificate Iv In Training & Assessment

Mfaa - Anti Money Laundering

Certificate Iv In Information & Technology