Process and performance uplift for all FS related small holistic business building and succession

Assist small to medium FS Practices to streamline strategy production and client service offering

Holistic Life and financial advice/coaching.Project managing of Super and investments including smsf, investment & property finance. Accredited with most major fund managers platforms and insurers eg. AMP, Colonial, One Path, MLC, Zurich, BT, etc. servicing clients for Insurance broking and Financial planning needs. recipients of highest quality awards and compliance ratings for over 25 years. referrals for estate planning, tax and budgeting services. strong focus on client needs and best interest duty in partnership with accounting and financial firms. specialise in joint ventures for other related advisers, accounting, mortgage Broking, legal etc.

teaching and practicing Kenpo Jitsu (Parker USA Karate) and other various related MARTIAL ARTS (incl Filipino weapons) for over 25 years. World champion (WOMA) Ring Sparring and Kung Fu forms. experienced corporate and scholastic Martial Theme presenter and speaker. Personal trainer in outdoor themed sessions.

Financial adviser to Business Bank clients. pivotal pioneer of ANZ joint venture with personal mortgage managers and financial planners for business clients. specializing in Business risk analysis and Key person insurances for business lending clients.

Audio visual consultant for Major corporate and government clients. construction and integration of presentation systems and training of presenters and staff in all aspects of using technology to communicate.

Started with National Mutual (AXA) in 1981 (at age 20)· Ran Lion Insurance Brokers top insurance sales Team from 1982 to 1994 (Mercantile Mutual/Prudential life etc)· Awarded International Quality awards (persistency ratio) , Million Dollar round table member (production levels)· Left industry 1996 to pursue Audio Visual Career until 2004· Completed Dip Fin Svcs 2005 Started with Financial Wisdom· Various Licencees from 2007 including ANZ Bus Bank (personal Mortgage Managers), MLC , AMP,· 2009 started own practice from scratch with Dover (Flat fee licence)· Xmas 2010 negotiates purchase of AMP Inner west client list· 2011/2012 starts working the book of over 800 “policies”· Currently over 150% of AMP budget practice production- Have developed a joint Venture with a major Mortgage Broking group with marked success In Summary – over 22 years experience in the Industry “Holistic” type Planner covering ALL related areas (several outsourced) Ethically very focussed (strong Buddhist culture/beliefs) Long term thinker – believes in building a business for the “after 10 year view”