My experience and reputation for business acumen and analytics has seen me provide financial strategy and solutions for some of the country’s most successful businesses, business leaders and high net worth families.
A wealth of banking and finance knowledge
Overlaying my extensive banking background with my qualification as a CPA affords me a unique understanding of the broader business regulatory requirements, challenges and opportunities facing business owners and investors today. More importantly, it shapes my focus to provide smart and time-efficient finance solutions that minimise risk and maximise profit. I can assist you with:
- Strategic financial management advice
- Financial forecasting and modelling
- Operational Reviews
- Debt Origination and Management
- Equity Raising
- Residential Mortgage Finance
- Financier selection and relationship management
Commercial finance for businesses of all shapes and sizes
Whether you are an emerging business, a market leader or an individual looking to improve your financial position, whether you need $20k or $100+ million, I can show you how to plan and structure your finance with maximum returns in mind. I work with independent and franchise businesses across a range of industries including:
- Medical and allied health
- Property development and investment
- Large scale manufacturing
- Wholesale
- Export/Import
- Retail
- Hospitality
- Professional services
Real Choice – 60+ banks and secure lenders
With access to competitive finance solutions from more than 60 banks and secure lenders, and a surrounding team of the most sought-after commercial, asset and residential finance experts in the country, I can provide you with a single point of contact for all your finance needs, both business and personal, including:
- Refinancing, both business and residential
- Funding for new developments or business expansion
- Syndicating large debt transactions
- Capital solutions for mergers and acquisitions
- Cash Flow Solutions
- Equipment Finance, including motor vehicle
- Car Buying Service
- Self-Managed Super Funds (SMSF)
- Succession Planning
- Estate Planning & Insurance
Achievements & Professional Qualifications
- Premier Club Member 2023/2024 – LMG
- Certificate IV in Financial Services – Finance & Mortgage Broking – RG146 – 2021
- Diploma of Finance and Mortgage Broking Management – Finance & Related Services Training Academy – 2021
- Certified Practicing Accountant (CPA Australia) – 2000
- Master of Commerce (QUT) – 2002
- Bachelor of Business – Accountancy (major Banking & Finance) (QUT) – 1992
If you would like to save money or secure better terms on your current financing arrangements or would simply like some guidance around your individual or business growth or investment opportunities, I will be happy to point you in the right direction.