What experience do you offer your clients?

After spending three years within the wealth creation industry, I decided to build on my previous recruitment experience and re-joined the industry in 2011 progressing from Consultant, Senior Consultant to Manager of the Wealth, Banking and Financial Services team for a large Australian recruitment company.

Late 2013, I joined Profusion Group as a Senior Consultant and over a 14 month cycle progressively worked to become Associate Director. I am responsible for managing and growing a broad range of client relationships within the Wealth Management industry.

Previous Roles:

2013 – Current: Director, Profusion Group

2011 – 2013: Manager, Wealth Management, Financial Services & Banking, QPL

2008 – 2011: Manager, CCORP

2004 – 2006: Contractor Liaison Officer, Adecco

Interesting Fact about you

A keen investor with a land and property portfolio (diversify your assets). I’m also an explorer having travelled the world twice. I’ve interacted with a number of influential people including having breakfast with Richard Branson and I was in David Beckham’s last book.

Role Types include

  • Practice Managers
  • Practice Development Managers
  • Financial Advisers
  • Private Client Advisers
  • Associate Advisers
  • Paraplanners
  • Compliance

Recent Hire

  • Practice Development Manager Large Dealer Group
  • Private Client Adviser Big4Bank
  • Practice Manager Life Insurance Company
  • Financial AdviserBoutique Financial Planning Practice
  • Senior Financial AdviserLarge Industry Fund
  • Risk AdviserPrivate Bank

Current vacancies

Focus on providing strategic advice to an established client base, whilst working in one of the strongest team of advisers within the country
Posted : March 9th, 2018Category : Advice/Wealth ManagementLocation : Sydney
You will have access to an established client base, have a strong referral source and have full administrative and paraplanning support
Posted : March 9th, 2018Category : Advice/Wealth ManagementLocation : Sydney
Leverage from a business that has built its client base organically from providing exceptional advice to clients over many years
Posted : March 9th, 2018Category : Advice/Wealth ManagementLocation : Sydney