Working closely with our clients, we help get their financial affairs organised and implement tried and tested strategies designed to make more of our clients' money. Establishing plans to grow and protect our clients’ investments, income and retirement savings is our primary concern.We are on our client's side and help them make sound financial decisions throughout the various stages of life.Our services are designed to provide our clients' with peace of mind and… Show more Working closely with our clients, we help get their financial affairs organised and implement tried and tested strategies designed to make more of our clients' money. Establishing plans to grow and protect our clients’ investments, income and retirement savings is our primary concern.We are on our client's side and help them make sound financial decisions throughout the various stages of life.Our services are designed to provide our clients' with peace of mind and financial security so they can relax and enjoy life. Show less

Holistic Financial Advice, Self Managed Super Funds (SMSF), Superannuation, Life Insurance, Income Protection, Investments and Retirement Planning

Independently-owned Financial Planning practice providing tailored financial solutions to high net worth clients – including constructing individual investment portfolios via direct equities. Conducted internal company research to assist the portfolio construction process. Provided high service levels (including educating and mentoring clients), care and diligence and strong relationship and rapport was built with clients, staff members and external parties.Specialised in Superannuation… Show more Independently-owned Financial Planning practice providing tailored financial solutions to high net worth clients – including constructing individual investment portfolios via direct equities. Conducted internal company research to assist the portfolio construction process. Provided high service levels (including educating and mentoring clients), care and diligence and strong relationship and rapport was built with clients, staff members and external parties.Specialised in Superannuation, Self Managed Super Funds (SMSF), Direct Equities, Life Insurance, Income Protection, Tax Planning, Asset Protection and Estate Planning strategies. Show less

Macro Corporation is a public company listed on the Australian Stock Exchange; its Head Office was located in Melbourne and is involved in the Tourism and Leisure Industry. Reported directly to the Managing Director, CEO/Company Secretary and Chief Financial Officer.- Managed internal information flows within the Board and its committees and between non-executive directors, executives and senior management.- Produced and presented board papers for meetings of directors and various… Show more Macro Corporation is a public company listed on the Australian Stock Exchange; its Head Office was located in Melbourne and is involved in the Tourism and Leisure Industry. Reported directly to the Managing Director, CEO/Company Secretary and Chief Financial Officer.- Managed internal information flows within the Board and its committees and between non-executive directors, executives and senior management.- Produced and presented board papers for meetings of directors and various sub-committees.- Organised company functions, record management, board and management meetings and the Company’s Annual General Meeting.- Responsible under direction of Company Secretary for the group’s regulatory compliance issues and company secretarial function.- Provided analysis and commentary of Group’s financial performance and of prospective investment opportunities to the Board.- Managed and coordinated the writing, collating and production of the Annual Report.- Implemented effective administrative systems and procedures for Head Office.- Responsible for Head Office Accounts function and supervision and preparation of the annual Head Office Budget.- Micro-managed complex Rights Issue.- Liaised with company lawyers, bank manager, auditors, ASIC, ASX and shareholders. Show less