Travelling through Europe, America, Canada and AsiaSince returning to Perth in May 2016 I have undertaken voluntary work while searching for a new position

Over 25 years experience as a State Manager and Trusted Adviser driving strategies that enhance investments for clients and shareholders whilst developing and coaching a team of trusted and knowledgeable Financial Advisors. Responsibilities have included managing private wealth teams of 30+ Advisors and Strategic Financial Planners. Experienced in direct & managed investments, private wealth management, private banking, client relationship management, team leadership, business development, and change management. A proven track record of developing strategies to promote growth as well as deliver of recruitment strategies. Demonstrated ability to identify clients needs and deliver outcomes. Excellent communication and presentation skills. Determined and focused on delivering upon objectives that promote growth, profitability and enhanced human resource capability.• Investment Management• Team Leadership• Negotiation Skills• Relationship Builder• Sales Force Coaching• Strategic Planning• Business Development• Change Management• Risk & Compliance• Recruitment & Retention• Financial Advice• Marketing StrategyAs the Responsible Executive for the Perth office my goal is to ensure that the firm is recognised as the pre-eminent investment house in the country, providing high quality financial and investment services to a broad range of high net worth clients. The focus is on building my team and being the employer of choice, attracting and retaining the top talent in WA.

Responsible for the day to day operation, management and running of all areas of the Perth Office, this included, IT, HR, education and training, risk & compliance, completion of management accounts, management of operational costs and expenditure. Also responsible for the supervision and management of all support staff and Associate Advisers and a key member of the leadership team delivering and implementing national strategies and growth targets.