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 a 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

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