An accomplished commercial finance relationship manager and award-winning analyst offering clients a depth of experience gained from more than a decade in the banking and finance industry.
Capital Expenditure & Cash Flow Funding
Mobile: 0418 369 300
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There’s no denying I have a passion for numbers and realistically I’ve been working with them in one form or another all my adult life – as a high-achieving student of Finance, Economics and Business Administration; as a successful small business owner; and most recently as an award-winning senior credit risk analyst and senior commercial banker.
My career in banking and finance spans more than ten years and has afforded me the unique advantage of having worked on each side of the finance fence: in credit risk assessment and lending policy shaping, and commercial lending distribution.
I specialise in capital and cashflow funding for small and medium sized family businesses, emerging corporates, and not-for-profit organisations. I offer my clients an in-depth understanding of the current funding landscape and can assist in all areas of:
- Commercial Lending
- Equipment Finance and Leasing
- Residential Loans
As a member of the Green Finance Group team I am now in a position to provide my clients with a choice of competitive finance solutions from over 60 banks and secure lenders. My sound credit and debt structuring knowledge and experience have given me the ability to navigate complex bank credit policy and negotiate optimal debt arrangement for my clients.
Whether you are buying a business, expanding your operations, investing in new technology or property, or simply looking to improve your existing finance arrangements, I can help you find a better and simpler finance solution.
Commercial finance for businesses of all shapes and sizes
My clients work in a diverse range of sectors, and I specialise in securing finance solutions from $50,000 to $100 million+ for the following industries:
- Private and independent schools
- Manufacturing & wholesale
- Medical and allied health
- Religious institutions
- Professional services
- Equipment and labour hire
- Property development and investment
- Renewable Energies
I have the practical experience, industry reputation and relationships to secure you a competitive solution for your funding requirements, no matter the business size or complexity of your situation.
Banking and finance experience that really counts
When it comes to saving time, money, and a whole lot of unnecessary stress, I can’t emphasise enough how important it is to make sure your Finance Broker and your bank are experienced in your business type or industry.
At Green Finance Group we pride ourselves on ‘getting it right the first time’ and that means selecting a bank or lender who is going to provide you and your business competitive loan terms and conditions with the flexibility you need as the business grows and evolves.
My career history as an analyst and having worked to improve bank lending policy provide me an insider’s advantage when it comes to securing suitable finance under the right terms. I know how important it is to present your business case and story in a packaged format that meets the lender’s unique credit requirements. Additionally, my exposure to a range of lenders means I know who will be responsive to your case from the outset, as not all lenders are the same.
Working within progressive sectors such as education, health and manufacturing sees me exposed to varied and original projects. Often these projects are large scale and ground-breaking, and by very nature they fall outside of traditional bank lending guidelines. I have built my reputation as an innovative problem solver who makes the complex simple when it comes to finance solutions.
Better loan options for homes, investment properties, even cars
My clients are often pleasantly surprised to find out I’m not ‘just’ a commercial or business loan specialist. I also have access to an expansive range of home and investment property loans, vehicle finance and leasing products, which enables me to provide a complete financial service to business owners, directors, and their employees.
In addition, I can provide you with recommendations for professional specialists in the areas of:
- Financial Planning
- Wealth Management
- Business and Estate Planning
- Insurance – Life and General
Professional Qualifications & Memberships
- Master of Business Administration MBA
- Bachelor of Commerce (Finance)/ Bachelor of Economics (Quantitative Methods) BCom/BEcon
- Diploma of Finance & Mortgage Broking Management DipFMBM
- Certificate IV in Financial Services Finance & Mortgage Broking
- Mortgage & Finance Association of Australia (MFAA) – Credit Adviser