Experience
Managing Director
Company NameBusiness Partners Pty Ltd
Dates EmployedJun 1993 – Present
Employment Duration24 yrs 10 mos
LocationMelbourne, Australia
Boutique investment and advisory firm and investment vehicle.
Consultant
Company NameMPG Funds Management
Dates EmployedSep 2017 – Present
Employment Duration7 mos
LocationMelbourne, Australia
MPG offers investors superior investment opportunities by adding value to selected real estate assets.
Ambassador
Company NameSkin & Cancer Foundation Inc
Dates EmployedJul 2016 – Present
Employment Duration1 yr 9 mos
LocationMelbourne, Australia
The Foundation provides world class clinical, educational and research facilities to numerous dermatologists and registrars in addition to many external patients from its specialist Melbourne premises.
Chairman
Company NameEthiopiaid Australia Foundation
Dates EmployedJun 2013 – Present
Employment Duration4 yrs 10 mos
LocationMelbourne
This Foundation provides substantial financial resources for medical and developmental needs for specifically screened and monitored clinics and programs in Ethiopia.
My involvement has included strengthening compliance, finance structures and activities and also restructuring the board.
New Business Director
Company NameMacquarie Private Bank
Dates EmployedMar 2014 – Mar 2016
Employment Duration2 yrs 1 mo
LocationMelbourne, Australia
Director responsible for new business generation across the Private Bank.
Expanded the Private Bank high net worth business across the country and grew its team accordingly through generating new client and asset business together with cross divisional collaboration.
Non-Executive Director
Company NameMonash University Medical Foundation
Dates Employed2002 – Jun 2014
Employment Duration12 yrs
LocationMelbourne
Assisted the Foundation source research funds for ground breaking medical research projects carried out by world class medical and scientific professionals.
Executive Director, ANZ Private Relationships
Company NameANZ Private
Dates EmployedAug 2011 – Nov 2013
Employment Duration2 yrs 4 mos
LocationMelbourne, Australia
Roles responsible for generating new high net worth investment and banking client business.
Responsible for leading stakeholder involvement at significant external business partnerships such as YPO/WPO.
Head of ANZ Private, Queensland
Company NameANZ Private
Dates EmployedMay 2008 – Aug 2011
Employment Duration3 yrs 4 mos
LocationBrisbane, Australia
Ran and led the Qld Private Bank business for ANZ.
Reshaped and developed the multi-office business in Queensland and implemented the new national investment and advice client service model. Qld was ranked number one on a revenue basis.
Greatly improved compliance standards and audit outcomes.
Chairman and/or Director
Company NameSt Aidan's Anglican Girls' School Foundation
Dates Employed2004 – 2009
Employment Duration5 yrs
LocationBrisbane, Australia
The St Aidan's Foundation raised funds for the advancement of the School and its pupils. This included setting up a long term capital fund for the ongoing benefit of the School
Head of Investments
Company NameInterFinancial Limited
Dates Employed2003 – 2008
Employment Duration5 yrs
LocationBrisbane, Australia
Raised early stage and development capital.
Provided investment opportunities to a diverse range of high net worth investors.
Director of Private Banking, Australia
Company NameDeutsche Bank
Dates Employed1998 – 2002
Employment Duration4 yrs
LocationSydney, Australia
Founding director for private banking.
Built a team and a high net worth client base from scratch, achieving considerable revenue growth.
Chairman and/or Director
Company NameYouth off the Streets Inc
Dates Employed1998 – 2002
Employment Duration4 yrs
LocationSydney, Australia
Youth off the Streets assists young people who have been severely abused or neglected to regain their self worth and to find their direction in life.
Senior Financial Consultant, International Private Banking
Company NameMerrill Lynch
Dates Employed1996 – 1998
Employment Duration2 yrs
LocationSydney, Australia
Sourced, established and grew a new high net worth client portfolio of primarily international investments.
National Business Development Manager, Commercial Banking
Company NameNatWest Australia Bank
Dates Employed1991 – 1993
Employment Duration2 yrs
LocationSydney, Australia
Led two national banking and transaction teams which achieved strong new business growth.
Role also previously encompassed the State Manger of Victoria.
Head of World Corp'n Group, Aust & NZ
Company NameCitibank
Dates Employed1979 – 1990
Employment Duration11 yrs
LocationSydney, Australia
Led the multi-national client relationship business for Australia and New Zealand.
Experience Managing Director Company NameBusiness Partners Pty...
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