Financial Adviser with a focus on your personal strategy right, finding cost effective ways to implement that strategy for you, whatever your needs and stage of life. Focusing on;• Superannuation & Investment• Personal Insurances• Budgeting & Cashflow Management• Employer Superannuation• Estate Planning

• Corporate Superannuation Solutions• Risk Management and Insurance Planning• Investment Planning• Retirement Planning • Tax Planning • Estate Planning • Cash Flow and Liability Management

The Deal Management Team is responsible for all on-going management of global transactions from pre-settlement to termination. As such, the team is required to analyse proposed transactions and implement their successful operation on a day-to-day basis. This includes:• Transaction funding• Interest rate hedging• Foreign exchange hedging• Managing deal cash flows • Managing listed stock reporting • Identifying risks in management of the deals and implementing measures to address • Liaising with internal and external stakeholders

Managed the trade support team in the structured products group. Providing the commercial and operational support needed to facilitate both the middle and back office functions for Macquarie Specialised Investment Solutions including:.Term Deals (also referred to as CDs, Bonds and Term Deposits/Loans);FX (spot and forwards);Swaps (Interest Rate swaps, Total Return Swaps, FX Swaps, Basket Swaps);Futures & Exchange Trade Options (ETOs);OTC Trades (Vanilla & Exotic Options, Swaps).• Strengthened controls, validations, risk management and reporting process to support the trading activities as executed by the Fund Trading Team.• Managed the authorising and release of cash movements following trading, and acts as signatory to bank accounts and legal documents.• Ensured traders have fast and highly accurate pricing and position data to enable teams to correctly monitor risk.

Dual functioning position reporting to the Head of Treasury and assisting a Macro strategies trading book. Held overall responsibility for securing financing worth upwards of USD$7bil. Accountability was given for a range of trading programs, maintaining the firm’s liquidity, securing finance, reviewing market conditions, execution of trades, and management of cashflow.• Managed multiple Repo portfolios for CQS worth in excess of USD$7billion; setting up market strategies and identifying yield curve opportunities, anticipating macro-economic development, and managing any short-term sensitivities resulting from the firms short-term liquidity management profile• Managed cash exposures across 5 different funds, in a wide range of currencies• Executed OTC / Swap trades and FX Trades in all currency markets.• Traded Euribor calendar spreads & Equity Index Futures with allocated firm capital• Secured financing using Government Bonds, ABS/MBS, Corporate Bonds & Convertible Bonds as collateral, from High Grade to High Yield. Rolling of up to USD$8billion per month.• Conducted in-depth research and evaluated changes within markets.• Ensured all compliance and legal guidelines were adhered to and risk mitigation strategies followed.• Networked, shared knowledge with and maintained continuous communication with Senior Bank Economists, Senior Management and with a wide range of Traders and Sales desks.

• Executing foreign exchange transactions and completion of settlement documentation• Processing and maintaining records of all PPG and Consulting Group managed funds products and documentation• Covered Currency Options• Liaising with Financial Consultants & clients regarding margin calls and overdue funds.• Distribution of daily trade confirmations• Performing other duties as assigned by Management• Participating in department cross-training as required• Cover for other staff within the Operations team