Treehouse is a Financial Planning practice that works hard to help South Australian's retire when they are ready, and to the future they deserve. We are on a mission to save retirement.

In this role I get to positively influence the lives of 2300 NAB Customers, working closely with four practice managers and sixty financial planners. Working across Retail, Small Business, Business Bank, Health and Agri we are on a mission to build Australia's most respected advice business.

As Head of Wealth for SANTWA I work with four Regional Wealth Executives (PDM's), two Wealth Coaches, an operational team and over seventy dedicated Financial Planners. This role allows me the privilege of of sitting on the NAB FP Leadership Team.

National Australia Bank (NAB) is one of the four largest financial institutions in Australia in terms of market capitalisation and customers. NAB is ranked 17th largest bank in the world measured by market capitalisation.As Practice Development Manager I lead over twenty retail bank financial planners.

Ranked amongst the Top 30 fastest growing UK private equity-backed companies, Data Explorers is the leading global provider of short interest and securities financing information. As a sales leader I was responsible for expanding the North American commercial operation as the primary growth engine for the company.

In 2008, Deutsche Bank Global Prime Finance was awarded the number one position as the leading global provider of prime brokerage.As a Collateral and Relationship Manager I was a key member of the Securities Lending Trading group, my responsibility was to manage key buy-side relationships and commercialise those relationships.

Bendigo Bank provides banking and wealth management services to individual and small to medium businesses.As a Financial Planner, I was responsible for moving the banks Financial Planning business from a commission based revenue stream to the fee-for-service revenue model.

BankSA provides retail banking and business banking services to customers in South Australia and Northern Territory. As a Financial Planner, I was responsible for working with the retail branch network to provide their clients with financial advice and drive referrals back into the other business units.

Asgard Wealth Solutions, is a leader in the investment administration industry. As a member of the South Australian Business Development team, it was my responsibility to support the growth of both the Securitor and Asgard brand’s locally. I had the specific responsibility of ensuring all Financial Planners were trained on Asgard Wealth Products and Assirt Financial Planning Software.