I have over 30 years’ experience in the Wealth industry spanning roles across different areas including dealer groups, services to boutique licensees and investment platforms.In my most recent role, I was Group Executive for Centrepoint Alliance, an ASX listed financial services company, and was responsible for growing the network across their authorised representative channels as well as the self-licensed channel. During my time at Centrepoint Alliance, I founded and was appointed the Chief Executive Officer of Associated Advisory Practices Pty Ltd (AAP) - a subsidiary of Centrepoint Alliance and the first independent business in Australia to provide dealer to dealer services. Today, AAP is known as Centrepoint Alliance Licensee Solutions and continues to assist licensees and their in its community.Now retired, I continue to share my experience and knowledge by mentoring in the financial planning industry and working as a non-executive director. I am a board member of Atlas Outsourcing Pty Ltd. and a member of AICD (Australian Institute of Company Directors).
Listed skills include Wealth, Financial Advisory, Wealth Management, Customer Service, and 37 others.