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.

In 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

I am a keen investor with a land and property portfolio. 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.

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

Responsible for providing face - face intra-fund advice for members of this innovative, leading Industry Super Fund.
Posted : September 14th, 2018Category : Advice/Wealth ManagementLocation : Brisbane
This role offers scope, diversity and the opportunity to prove yourself in a highly visible role. The organisation is experiencing high level growth.
Posted : September 10th, 2018Category : Advice/Wealth ManagementLocation : Sydney
This role offers scope, diversity and the opportunity to prove yourself in a highly visible role. The organisation is experiencing high level growth.
Posted : September 10th, 2018Category : Advice/Wealth ManagementLocation : Sydney