
Timeline
About me
A trusted, results-driven Finance Broker with a passion for turning your financial goals into reality. I specialise in providing tailored solutions that set you up to achieve your goals.
Education
Western sydney university
-Bachelor applied scienceKaplan professional
2024 -Diploma of finance and mortgage broking management finance brokingKaplan professional
2023 - 2023Certificate iv in finance & mortgage broking finance and financial management services
Experience
Danone waters uk
Jan 2005 - Jan 2007Advanced through a series of promotions, resulting in managing the largest wholesale territory in the country. Excelled in new business in a newly created position. Advanced through a series of promotions, resulting in managing the largest wholesale territory in the country. Excelled in new business in a newly created position. Advanced through a series of promotions, resulting in managing the largest wholesale territory in the country. Excelled in new business in a newly created position.
Territory Sales Manager - Wholesale
Jan 2007 - Jan 2007Business Development Executive - Foodservice
Jan 2006 - Jan 2007Sales Coordinator
Jan 2005 - Jan 2006
Api leisure & lifestyle (now rewards gateway)
Jan 2005 - Jan 2005Promotional coordinatorOrganised and implemented schedule for client site visits. Increased awareness and usage of the program. Implemented strategies to assist in client renewal.
Api leisure & lifestyle (now rewards gateway)
Nov 2007 - Jun 2010National account managerBuilt and maintained strong relationships with national accounts. Negotiated and renewed clients at program anniversary. Assisted in development of promotional programs. Launched programs to new accounts. Monitored and reviewed program usage to optimise results. Managed client reporting. New business development.API Leisure & Lifestyle provides an outsourced solution to common human resource challenges. Creating productive, satisfied and loyal employees is its common goal. API assists companies in achieving these goals by providing a tailored and branded Employee Benefits Program that provides employees with an innovative non-salaried benefits package. As the leading provider of Employee Benefits Programs in Australia, API Leisure & Lifestyle works with a variety of organisations to assist them to reach their human resource objectives including: * Increasing employee morale and engagement * Attracting and retaining quality employees * Enhancing their Employment Value Proposition * Differentiating the employment offering * Becoming and remaining a Preferred Employer * Improving organisational and financial performance Show less
Previsor (now known as shl ceb talent measurement)
Jun 2010 - Jan 2011Business development managerDedicated new business focus. Drove successful business results for clients by implementing PreVisor solutions. Educated prospective clients on psychometric testing. Attended networking events to secure leads and build pipeline. PreVisor provides pre employment screening tests and employee assessment solutions, that help organisations connect employment decisions with business results. Following the rigorous standards of industrial-organisational psychology, PreVisor's assessment testing accurately predicts on-the-job performance and supports fair hiring practices. PreVisor's employment solutions, from its assessments such as online personality testing to other hiring tools such as interview guides, help streamline hiring. PreVisor’s pre-employment testing solutions are trusted by more than 10,000 organisations worldwide, including over 100 of the Fortune 500. Show less
Unilever
Feb 2011 - Apr 2015Led internal Unilever & external agency teams across Australia & New Zealand managing social media platforms to drive impactful digital and social campaigns. Led website update project to drive product sales. Drove free trade through converting web visitors to customers via the eCommerce project. Implemented engaging channel specific B2B marketing activities and developed & executed loyalty programs to retain free trade converts. Worked with the global Unilever team to share and implement best practice in the ANZ marketplace. Show less Grew the B2B Route to Market channel to foodservice distributors, managing the budget and demonstrating increasing ROI annually. Developed and executed activities that launched NPD to market, and drove customer loyalty. Developed deep channel understanding and insights to create annual and long term plans that effectively targeted key customers. Worked with the global Unilever team to share and implement best practice in the ANZ marketplace. Worked with PFD, Bidvest, Countrywide, NAFDA & Independent foodservice distributors. Show less Developed key customer relationships in accounts with over $13m value. Built and executed national account plans to deliver against l business objectives. Launched NPD and tailored marketing activities for national accounts to produce mutually beneficial results. Worked with the global Unilever team to develop and execute global account plans and share best practice in the Australian marketplace. Accounts included Spotless, Compass, Sodexo, Coffee Club, Hog’s Breath Café, Hungry Jacks, Gloria Jean’s Coffee. Show less
Digital & Trade Marketing Manager
Oct 2014 - Apr 2015Channel Marketing Manager
Jun 2012 - Oct 2014National Account Manager
Feb 2011 - Nov 2012
Travelling
Apr 2015 - Aug 2015Career break- travellingThe star entertainment group
Sept 2015 - Dec 2017Head of loyalty marketingManaged the Loyalty Marketing team to lead rebrand of The Star Loyalty Program across 3 properties and create campaigns for relaunch. Developed and managed roll out of Loyalty Marketing Strategy, to drive engagement and acquisition of new Members.Managed development of new digital channels, leading projects from the business side, including new website, Mobile App and Member Servicing Kiosk.Led business side Project Implementation. Managed relationships with multiple stakeholder groups across IT, Internal Creative Agency and other business functions. Show less
Life education
Jan 2018 - Sept 20202IC to National CEO Reporting to National Chair. Interim role while recruiting for ongoing CEO.
Head of Marketing & Operations
Apr 2019 - Sept 2020Acting National CEO
Jan 2019 - Apr 2019National Marketing Manager
Jan 2018 - Dec 2018
Windmill financial planning
Sept 2020 - nowBusiness managerWindmill finance
Aug 2023 - nowDirector | finance broker
Licenses & Certifications
Accredited finance broker
National mortgage brokersOct 2023Accredited member of australian financial complaints authority
Australian financial complaints authoritySept 2023Accredited member of finance brokers association
FbaaSept 2023
Volunteer Experience
Oxfam Trailwalker
Issued by Oxfam Australia on Jan 2014Associated with Mel Nicholls
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