Rhys Chapman Email & Phone Number

Melbourne, Victoria, Australia

BlueRock is a specialist entrepreneurial advisory firm. The firm looks after business owners providing solutions in all areas related to Accounting, Debt Advisory, Law and Wealth Management. We work alongside our clients, often speaking with them daily to ensure that excellence in service means that we become valued business advisors.The BlueRock Debt Advisory team exists to take the hassle out of our busy clients hands when dealing with the Banks & to ensure they have the appropriate debt structure in place to meet their financial needs and aspirations, all at the right price. BlueRock Debt Advisory offers an elite service to a simple bank or mortgage broker offering, via having access to 21 different financial institutions, thus providing greater flexibility to negotiate the right terms & conditions and price for our clients. BlueRock Debt Advisory also has the luxury of dealing with our in house Accounting/Consultancy, Wealth, Law & Technology Divisions to ensure our clients financial needs are handled in the one location, seamlessly. BlueRock Debt Advisory can assist with the following debt requirements:• Home Lending (New Purchase / Refinance or Restructure) • Commercial Funding (New Purchases / Refinance or Restructure) • Property Funding (Com. Investment / Property Development) • Business Funding (Bus Growth & Expansion) • Cash-flow Lending (Import / Export / Debtor & Trade Finance) • Asset Finance (Car / Equipment Purchases / Shop Fit-Outs) • SMSF Lending (New Purchase Com. & Resi Assets) If you are interested in having a chat around your current or future funding needs, please be in touch.

Melbourne, Australia

I am a Senior Business Development Manager at Macquarie Bank, working with Mortgage Brokers to help Australian businesses achieve their personal and business banking goals.At Macquarie we understand that every client is different and that some loans need to be structured to fit your clients’ requirements. Whether your client’s goal is to grow their business, invest or expand, Macquarie has the expertise and industry insight to help you unlock their potential.Our lending solutions are suitable for mergers and acquisitions, refinancing, succession planning, buying their own business premises or upgrading for a refit. Macquarie provides banking and business services to clients in a number of core industry segments including:Accounting Financial planning Insolvency Legal Residential Real EstateInsurance broking Commercial Real Estate Strata Doctors Medical Specialists Engineers Architects We also offer Property Finance for Commercial Property and Residential Investment/Retained Stock at competitive rates.Each client has a dedicated relationship manager who understands the dynamics and constraints of their industry. We work closely with our clients to find innovative ways to address their challenges and grow their businesses. This includes providing them with tailor-made deposit, lending and payment solutions, diagnostic tools to identify efficiencies, benchmarking data and industry-specific networking events.

101 Collins Street, Melbourne 3000

Responsibilities and Achievements:• Demonstrated strong and positive relationships with existing customers • Achievement of sale goals• Demonstrate “brickwalling” of existing client portfolio• Strong and positive relationships with key industry bodies• Sound understanding of products offered• Appropriate Risk management of portfolio and daily management of Excesses• Assist with financial analysis, credit applications and negotiation of approval• Source new business• Build and manage prospect lists• Develop, implement and monitor processes for the negotiation and management of new clients to Macquarie• Meet potential clients and negotiate risk, return and relationship• Effectively correspond with potential clients and referrers• Co-ordinate appropriate marketing activities

Responsibilities and Achievements:• Personally developing and managing a portfolio of key customers and referral partners• Identifying new business and referral opportunities & establish, develop and utilise networks of internal and external contactsto aid achievement of income targets• Experience reviewing and analysing financials of consolidated financial entities• Assessing economic value and risk potential of new business• Maintaining and enhancing the credit risk profile and profitability of the portfolio• Implementing specific local competitive and aggressive sales/ income campaigns and initiatives & selling and promoting tailoredBank products and services within Bank parameters• Developing and improving professional excellence through management of individual and teams performance• Implementing annual business plans for the customer portfolio allocated• Preparing and submitting for approval business lending proposals outside own authorities with full justification forrecommendations, including obtaining and analysing industry and business information• Leading and coaching any direct reports for succession planning within the broader group• Providing professional and ethical behaviour in your actions by ensuring compliance with external legislation, bank standardsand internal operating policies and procedures relevant to the position• Significant Credit Assessment experience and the ability to influence outcomes• 4 years of banking experience generating revenue not just from lending, but also from cross-selling of other bank relatedproducts• Lending experience of approx. up to $25m deals• People leadership and coaching skills• Instrumental in securing new lending of approx $20m this financial year earning the bank $330K in annual revenue• Was recognised for embracing CIS behaviours by being sent to Manchester through a NAB initiative in May 2011• Selected for the Group Talent Pool for 2011/12

Responsibilities and Achievements:• Providing in depth analysis, interpretation and explanation of the financial position and performance demonstrating anunderstanding of the key drivers of the business.• Championing improvements to current procedures within the business and finance functions, ensuring best practice,compliance with internal policies and procedures and regulatory requirements.• Assist with value added forward looking analysis on Business Unit performance.• Assist in the development of Business Unit plans and forecasts including modelling Small Business high level plan scenarios,reconciliations, load and execute transfers.• Assist Head of Finance in resolving plan issues prior to submission• Undertake supporting analysis to validate outcomes• Provide financial analysis that includes meaningful commentary on key trends and performance. This includes:o Critical assessment of data qualityo Performance of data validation to ensure accuracy of deliverableso Investigation of potential errors and identifying root causes - drive solutionso Demonstration of an ability to provide detailed analysis (often proactively)o Provide value added commentary and advice to stakeholders• Complete monthly journals as required• Conformance with policies, procedures and process management disciplines.• Assist Head of Finance with analysis of banker performance management system including investigation of banker initiatedqueries.• Liaising with Head of Finance and People & Culture to understand Full Time Equivalent (FTE) movements• Day to day decision making, including investigation of potentially erroneous analysis & data quality review (critically assess data& investigate any items you feel conflict with other data sources or business trends).• Preparation and authorisation of journals.

• Managing client relationships with creditors, accountants, solicitors, and financial institutions.• Providing advice to clients on status of liquidation and likelihood of a dividend.• Administering liquidations, voluntary administrations, receiverships, deed of company arrangements and personal bankruptcies.• Preparing correspondence to a diverse range of clients, including preparing detailed analytical reports to creditors.• Investigating insolvent trading claims, the recovery of assets and breeches of director's duties in accordance with theCorporations Act.• Investigating fraudulent transactions and undervalued transactions.• Preparing briefings for solicitors and liquidators for public examinations.• Acting as a team leader and mentor to junior staff including reviewing the work of junior staff and advising of errors, assigningwork to staff based on competence, managing staff workflow and reminding staff of deadline, urgency of jobs.• Regularly researching and presenting forensic accounting case studies to team members.• Analysing financial accounts and preparing analytical reports.• Preparing and lodging statutory reports with the ASIC.• Organising the declaration and payment of dividends to creditors• Completing and lodging BAS statements.

Bachelor Of Commerce, Accounting; Finance; Economics; Commercial Law

Education record