I’ve been responsible for the development of bank lending policy in the niche areas of health, aged care, medical and pharmacy finance, and have an insider’s knowledge of how financial institutions think and act when it comes to finance approval.

Additionally, I successfully established debt advisory divisions for two international accountancy and legal firms responsible for sourcing banking and finance solutions for a range of SME and corporate clients.

How can my industry experience benefit you?

I worked as a banker for 33 years with four major banks which means:

• I know how banks work and what they require to get your deal done
• I know how bankers think and how to work with them to get you a better outcome
• I know who the bank decision-makers are and who to talk to if there are issues with your transaction or your banking relationship

I worked as a director and partner in a large legal firm and a major international accounting firm which means:

• I know who to deal with on a personal and corporate level across a wide range of professional services firms
• I know how to get the best outcome for you from the legal, accounting, and valuation firms that need to be engaged

I worked as a CEO of a multifaceted aged care group including supported accommodation and NDIS which means:

• I know the challenges and what it is like to run a business
• I have first hand practical industry experience
• I see things from your perspective so I have a better understanding of what you need and why you need it

 I worked as a director of private companies and advisory board member which means:

• I know how to give you the most appropriate and informed advice about your business from a finance perspective
• I know how to add value to your business over and above just securing the best financial package

Now, as your specialist finance broker:

• I know how to get you a better overall finance deal from a multitude of major banks, second tier banks, non banks and private lenders
• I know how important it is to relieve you from the pressure and stress of trying to do this all on your own

What’s the number one thing I’ve learned in all these years?

You can’t beat the value and consistency of an experienced and dedicated relationship manager. Unfortunately bank staff come and go, however your finance broker is there for life. A professional broker will go out of their way to gain an in-depth understanding of your business with the added benefit of inside financial knowledge and access to a range of banks and diversity of products.

A banker with real-world business experience

While my lending experience spans many industries, without doubt my passion lies in the broader health, medical and aged care sectors. I have also spent the last few years acquiring the specialist knowledge of areas covering NDIS and Specialist Disability Accommodation (SDA) funding.

My knowledge of bank lending policy and process is further complemented by my real-world business experience.

Prior to joining GFG I spent two years as CEO and director of an ages care group, where I oversaw the strategic direction and financial governance and acquired in depth industry knowledge.

This range of experience affords me an unmatched understanding of the realities and complexities faced by business owners and directors in this space.

Healthcare industry experience you can count on

I provide tailored finance solutions for businesses (private and publicly listed), investors, developers, and professional specialists working in traditional medicine and complementary fields of health, including:

• Aged care facilities
• Retirement villages
• Allied health practitioners
• Dentists
• General Practitioners
• Medical, Dental and Optometry Centres
• Pharmacists & Pharmacies
• Private Hospitals
• Specialist medical practitioners
• Specialist disability accommodation (SDA)
• Veterinary clinics

A finance expert who’s on your side

I offer you:

• The benefit of experience
• Personal proactive service
• Access to a panel of 60+ banks and lenders
• Proven high-level deal origination, structuring and negotiation skills
• Exceptional market and product knowledge
• Excellent business and financial analysis skills
• Access to exclusive special offers and discounts
• Fast-tracked loan approvals
• Direct access to bank decision makers
• Recommendations for professional industry advisors and service providers
• Residential and personal finance solutions for directors and business owners
• Tailored business planning and strategy sessions

Above all else, my commitment to providing a service that makes a positive impact on your business is my priority. Email, text or call at anytime, if nothing else I’m happy to point you in the right direction.