I am a passionate and highly motivated Financial CEO looking to make a positive change within the Financial Advice Industry, constantly creating value to deliver smarter outcomes for clients seeking to achieve their financial goals, and the Advisors that wish to support that journey.My broad industry experience enables me to possess unique insights into all aspects of Financial Services, having worked on the Advisor/Client front line, co-starting an independent advice business, growing then selling that business, independent Industry consultancy, and working with a large institutional organisation with key responsibilities from practice development through to governance.A key achievement has been to successfully start and build a business that generated real asset wealth for the business owners whilst delivering superior financial and holistic advice for high net worth clients of the firm. The success of this model originated from the creation of ongoing sustainable and consistent revenue streams from a process and planning blueprint, easily replicated nationally.My leadership style builds commitment from clients, staff and key stakeholders around tailored and innovative solutions which are particularly effective within an industry that faces a challenging economic environment and complex issues of generational change. My skills focus on navigating and managing this complexity, delivering positive results with entrepreneurial vision through excellent planning and communication.My role at SGN Financial ( formerly Sterling Private Wealth) is to continue to lead a professional team driven to upholding a level of excellence for our valued private clients and to distinguish ourselves from our competition through our personalised service. Our objective is to eliminate financial complexity whilst delivering results so our clients enjoy the lifestyle they definitely deserve.
Listed skills include Financial Planning, Direct Sales, Strategic Advice, Financial Advice, and 29 others.
