In more recent years, I held executive management roles with St George Private and Bankwest Private, where I was responsible for leading teams of Bankers providing services to some of the country’s most successful high net worth (HNW) families.
I have an in-depth understanding of the challenges and competing demands facing HNW individuals, families and business owners today. Couple this with my extensive network of professional contacts in complementary areas such as business advisory, legal, taxation and financial planning and I’m uniquely placed to provide you with a complete private bank offering.
Real Choice – 60+ banks and secure lenders
With access to competitive finance solutions from more than 60 banks and secure lenders, I can provide you with a single point of contact for all your personal and business finance needs, including:
- Residential Lending – Owner Occupier & Investment
- Commercial Lending
- Equipment Finance (including Motor Vehicle)
- Property Development Finance
- Self Managed Super Funds (SMSFs)
My industry experience, across a number of financiers, and reputation for professionalism combined with Green Finance Group’s preferred finance broker status with a large panel of lenders puts me in an opportune position to negotiate the best possible outcome on your behalf.
A Private Banker who’s on your side
My working knowledge of internal banking frameworks, commercial and residential lending policy and related decision-makers along with my expertise in navigating complex financial structures for individuals and families enables me to provide you with practical and timely finance solutions designed to minimise risk and maximise profit.
In addition to the seamless facilitation of financier selection and relationship management I can assist you, via introduction from my extensive network, with:
- Strategic financial advice
- Access to sophisticated investment opportunities
- Private Equity
- Bespoke debt solutions
- Estate Planning
- Personal and Business Insurance
It’s important to me that I provide a service that adds real value to you and your family. In contradiction to an industry built largely on transactions, I have a genuine interest and care for my clients and work hard to build long-term beneficial relationships.
Whether you have immediate finance requirements or would simply like some guidance around your individual or business growth opportunities, let’s talk.