Carousel Financial assists sophisticated investors (as defined by the Corporations Act 2001) to access real property backed investments.Carousel also assists developers in securing pre-construction and construction funding from non-bank lenders for property developments.

Own consulting business providing advisory services for private clients in Australia and South-East Asia, including assessment of business opportunities, feasibility and business case development, start up strategies and property.Project examples include:• Melbourne & Dili-based work program with coffee and logistics businesses in East Timor;• Corporate advisory role to an established partnership seeking assistance with business expansion and development and evaluation of viable options;• Key member of the bidding team for a Build Own Operate Transfer power deal in the Philippines, including risk management, feasibility analysis and pricing proposals;• Freelance banking/treasury consultant for ANZ McCaughan. Specific projects included a complete review of the arbitrage activities of the foreign exchange desk to explain the volatile revaluations. Work program centred on FX activities, but extended to the domestic money market, financial engineering and fixed interest areas, both in Melbourne head office and Sydney branch office; and• Principal resource for a start-up business which successfully developing its patent technology to meet the requirements of the US military. This entailed product development & testing, international patents, contract manufacturing arrangements in China, product trials with ADF and US military, shareholder reporting, accounting and administration. Also included arranging equity funding through a ‘small scale offering’ capital raising.• Assist property developers in securing bank construction funding for their development projects, including successful outcomes where funding had previously been declined.

prefabAUS is Australia's peak industry body for offsite construction. Established in 2013, prefabAUS exists to showcase and advance Australia’s prefabricated building industry.Reporting to the non executive board, initially I was the only executive resource in the organisation. Role encompassed arranging events; establishing membership and accounting systems; management and financial reporting; company secretary role; engaging event management, accounts and members services personnel; prefabAUS representative at ACIF (Australian Construction Industry Forum); presenting at Australian and international forums; overseeing and hosting 5 annual prefabAUS conferences as well as arranging 3 international study tours: Sweden, US/Canada and the UK.

Primary responsibility was to monitor the progress of the development projects and associated loan facilities managed by Payton on behalf of the wholesale and sophisticated investors and to prepare the regular investor updates distributed to investors in the respective projects. This entailed reviewing and assessing funding table and loan facility commitments, valuations, quantity surveyor progress reports in conjunction with site inspections and assessment of progress on site as well as ongoing liaison with the builder, developer, building surveyor and the legal team handling settlements of completed projects. Beyond the conclusion of my contract role I continue to be active investor in development projects managed by Payton Capital.

Consulting arrangements for project-specific advisory services, project feasibility and business case development, development funding advice and liaison with banks for private developers as well as specialist prefabrication procurement advice for a modular $50m fast track federal government project. My interest in the emerging prefabrication / offsite construction sector in Australia resulted in the Thincinsight publication 'The Changing Face (and Place) of Construction'.(Thinc was a private national project management company which became part of the international Turner & Townsend business during the time I was contracting to them.)

Property developer and advisory services for other developments and development appraisals.

Initially engaged on a consulting basis with this start up fund manager. This evolved into a full time finance and operations role including involvement in detailed development project assessment and analysis. Designated by ASIC as a ‘Key Person’ on Equa’s Australian Financial Services Licence (AFSL).

Responsible for the research function for m3property - a leading independent property valuation and advisory business working Australia-wide across a range of property asset classes; retirement, aged care, office, retail, residential, agribusiness, infrastructure and industrial.This role entailed regular production of a suite of market commentaries as well as detailed client-commissioned research and advisory assignments. Clients included institutional, government, private and not-for-profit organisations.

Initially engaged on a consulting basis with this executive search firm with 35 offices worldwide. Appointed Partner in April 1995 and Managing Partner (Indonesia) and Member of TASA’s Regional Board from August 1995.Responsible for TASA’s Indonesian practice including business development, executing retained senior-level search assignments for international clients, liaison with TASA partners on cross border assignments, managing a team of 10 professionals and support staff, financial reporting to Swiss parent entity, and all Indonesian regulatory and tax compliance requirements.

Assisting Australian KPMG clients to investigate and understand the Indonesian market and business environment as well as conducting assignments on behalf of the KPMG Jakarta office, including a comprehensive study of the developments in the Indonesian banking sector since deregulation in 1988 and the impact of Indonesian foreign loan controls on infrastructure project finance.In a freelance capacity for a Malaysian Group, I was a key member of the bidding team for a Build Own Operate Transfer power deal in the Philippines, including risk management, feasibility analysis and pricing proposals.

Based in Jakarta and acting on behalf of KPMG Melbourne in assessing opportunities to utilise Australian based KPMG resources in South-East Asia in conjunction with the local KPMG offices with particular emphasis on market prospects for KPMG’s treasury management system and associated treasury consulting assignments.

Broad variety of roles in a range of financial and general management consulting assignments with both Indonesian and KPMG international clients, with a banking and information technology emphasis.Projects undertaken included an operational risk review of a large credit card centre, feasibility studies; restructuring of the accounting and finance function of a foreign joint venture; specialist advice to our audit teams on treasury operations; and a due diligence assignment for an Indonesian national bank.

As a result of the success of an initial three-month engagement for this stockbroker/investment bank, I was retained for a further seven months to investigate a range of identified problems and issues, develop recommendations, discuss them with management and oversee the implementation of necessary changes. This engagement entailed daily involvement across dealing, settlements, treasury accounting and IT systems functions. Specific projects included a complete review of the arbitrage activities of the foreign exchange desk to explain the volatile revaluations. Work program centred on FX activities, but extended to the domestic money market, financial engineering and fixed interest areas, both in Melbourne head office and Sydney branch office.

BBL Australia was the Australian merchant bank owned by Belgium's Bank Brussels Lambert SA.Initially appointed as Assistant Manager - Software & Systems to develop BBL's personal computer platform and applications to supplement the mainframe banking software to handle the latest products being traded in the dealing room in the active and competitive post-deregulation Australian banking environment.Promoted one year later to Manager - Information Systems (Head of IT Department) to oversee the entire IT systems of BBL in Australia. Devised and instituted a complete re-organisation of the Bank's IT activities to streamline operations and costs, heighten user involvement in problem resolution and system enhancement, improve management reporting, and reduce reliance on external systems specialists.One year later I transferred to Dealer-Treasury Services role as planned after successfully reorganising the IT operations. The emphasis of this role was currency exposure management, but included money market and securities dealing. Retained a trouble-shooting role within the bank on issues such as the introduction of new products and resolving differences in performance results reported by treasury department and those produced by accounting.In June 1989 BBL closed its Australian foreign exchange operations.

Industrial marketing consultants (B2B before the name was coined) whose clients included GM-H and AG Coombs. Project roles included evaluation of marketing activities, development of marketing strategies, design, supervision and analysis of market research field work, and proposing marketing initiatives.

First direct graduate entrant into the Management Consulting Division which was in its infancy. Broad work program initially prior to assuming key roles on consulting assignments including feasibility and economic impact studies eg. National Tennis Centre (later renamed Melbourne Park) and the proposed Victorian drink container deposit legislation.(Audit Assistant work experience in the Melbourne office during the 1978/79 University vacation period.)