
Timeline
About me
Finance and Insurance Specialist
Education

Otumoetai college
1968 - 1972
The university of auckland
2009 - 2011Mba business
The university of auckland
2009 - 2009Post grad dip bus
University of otago
1974 - 1976Dip pe
Experience

Financial innovations ltd
Jan 1988 - Jan 1990Directoro Liaised with major banks regarding lending process, rules and regulations for Mortgage lending.o Consulted with various banks in regard to policy for new product criteria (Line of Credit Mortgages)o Personally settled the first Line of Credit Mortgage in NZo Continued developing relationships and designing mortgage facilities for home building companies.o Brokered and settled over 1000 residential mortgages throughout NZo Designed and negotiated the underwriting of the only stand alone Redundancy Insurance Policy in NZ at the time. Show less

Corsair properties ltd
Jan 1990 - Jan 2001DirectorMy experience in the financial broking arena brought me into contact with a large number of property developers and investors. As bank conditions altered It became more difficult to get first home owners into properties. I devised a deferred settlement arrangement which I suggested to some of my developer clients. They failed to grasp the true value of the concept and wanted their profit immediately so I set up Corsair Properties Ltd and:o Negotiated purchase of houses from Housing NZo Recruited and supervised a team of builders for renovationso Developed and maintained strong relationships with various councilso Negotiated approval as a Building Apprentice facilityo Designed “Rent to Buy” concept. This became the format on which current contracts are basedo Renovated or built over 300 properties and sold them using Rent to Buy.o Enabled over 300 families to purchase homes they would not normally have qualified for. Show less

Oceanic properties ltd
Jan 2001 - Jan 2004Project and general managerLocated, designed and supervised construction, finance and sale of 3 student hostel/boarding houses • Valuations in excess of $NZD12,000,000.00.• Negotiated variations to District Plan with Akl City Council• Liased between ACC and design team.• Negotiated construction contracts and budgets• Ensured contracts came in ahead of time and on budget• Directly Managed the fit-out and ongoing tenancy of the projects• Negotiated private sale of all properties for substantial gain. Show less

Peak financial services
Jan 2004 - nowDirectorPeak is a financial services company providing a complete service range for clients.A full range of mortgage and insurance advice and access to over 30 lenders and insurers ensures that clients needs are always met.Client mortgage requirements from residential to large commercial and development loans are readily available.Class advice on Kiwisaver.

Argosy property finance
Jan 2005 - Jan 2008DirectorI had the idea, and recruited the partners, sourced funding and whatever else necessary to create a new non-bank mortgage lender from scratch. Argosy Property Finance was formed in Sept 2005 and I:• Created the brand and reputation in the market• Drove the recruitment, training and motivation of a team of 14 who settled over $200 million in residential mortgages in under 2 years, more than any other lender in the non bank sector. • Developed and implemented a nationwide marketing campaign to generate business and to make Argosy the first choice of mortgage brokers in NZ.• Developed and presented seminars (certified by the industry governing body) to brokers throughout New Zealand in product development and best practices.• Grew the non bank market share in NZ by designing and introducing innovative new products to the NZ marketplace.• Managed the winding down of the business and sale of the mortgage book.• Upskilled the sales and lending employees to the extent that following the closure of Argosy they were in such demand that they were immediately placed in new positions within the industry in spite of the shrinking market and competition for jobs. Show less

Dsh ltd
Mar 2010 - Oct 2012General managerThe DSHH (Digital Self-Heating Home) system is an ACTIVE SOLAR UNDERFLOOR heating system that captures the FREE SOLAR ENERGY - Year Round! It intelligently stores and distributes the heat as required using a custom designed digital controller, and a balanced hydronic heat transfer system.I was contracted to build long term brand awareness and sales of EEH’s principal product, the Digital Self Heating Home system and since commencement I have:• Compiled email databases of some 4000 industry related contacts who are visited or contacted on a regular basis.• Designed, set up and researched content for monthly or bi monthly educational newsletters to same with less than 1% unsubscribe rate.• Written and issued press releases to all print media in New Zealand• Established contacts and commenced ongoing discussions with various government and industry regulatory bodies to expand the recognition and acceptance of the DSH System.• Obtained the required client consents and promoted the Digital Self Heating Home (DSH System) to Consumer Magazine which resulted in an exceptionally positive article being published.• Increased sales fourfold in the past 18 months.• Established contacts and appointed distributors in Australia.• Commenced negotiations for international distributorships in Ireland and Denmark• Prepared detailed reports to a diverse range of industry related business’ promoting the DSH System.• Negotiated and facilitated the manufacture and importing of DSH and EEH products from China and the USA.• Spun off the DSH System into DSH Ltd, a stand-alone marketing company for this unique product. Show less

Peak financial services ltd
Oct 2012 - nowManaging director
Bni aspire
Jan 2013 - Jan 2015Member
Licenses & Certifications

Registered financial advisor
Feb 2013
Languages
- enEnglish
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