Experience Managing Director Company NameBusiness Partners Pty...

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    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.
 
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