Iluka Capital is a bespoke finance business which provides a range of solutions to high net worth individuals, business clients, investors, doctors and other professionals.The business also provides Responsible Manager services, consulting services to financial services businesses and consulting services to property investors for residential and commercial real estate transactions.

Property Connect (ASX: PCH) is an Australian based real estate services and technology company. It has developed the Live OfferTM technology for application in rental leasing and property sales transactions.

The Key Accounts Manager relieved the incumbent when they took extended leave. Responsibilities included relationship management and resolving issues with platform and superannuation fund clients.

This role reported to the CEO Bridges, acting as 2IC and addressing a range of responsibilities across a number of AFSL’s, managing two direct reports. Issues included strategic operational matters, managing FOFA regulatory interaction, executing (in conjunction with Board and CEO) practice transactions and succession planning, supporting Funds Under Advice and revenue growth and working with Bridges senior managers to support and grow the distribution network.

This role, as a senior business banker, encompassed focussed business development in the financial planning and professional services sectors, reporting to Head of Business Acquisitions Team. The role was supported by an Assistant and had indirect management responsibility for 15 bankers in NSW/ACT who were responsible for implementing financial planner funding. Responsibilities included representing the specialisation at state based industry events, accrediting and coaching bankers approved to be specialised, and endorsement responsibilities for relevant funding and credit proposals across the region.

Opus Wealth was built to be a specialist financial advice and mortgage broking firm that specialised in providing advice to young doctors and other professionals. Responsibilities included establishing and growing and then successfully divesting the business.