
Timeline
About me
🚀Finance specialist helping business owners turn their success into tangible property investments. ✅ Book a discovery call below 👇
Education

Strategi institute
2022 -
King's college, auckland
2011 - 2015Activities and Societies: House Prefect - Averill, Head of House Music, 1st XV rugby 2014/2015

The university of auckland
2016 - 2019Bachelor of commerce - bcom accounting; entrepreneurship innovation; commercial law
Experience

Red badge group
Feb 2014 - Dec 2015Event supervisor
Eurotech design ltd
Jan 2017 - Jan 2018Logistics assistant
Bank of new zealand
Jan 2017 - Feb 2018InternIntern at BNZ Partners

Bank of new zealand
Feb 2019 - Jan 2022Managing and driving growth for a portfolio of approximately 50+ client groups of business & commercial clients. New business acquisition focus, with existing clients forming a key part of growth within the portfolio. Partnering with businesses in the realm of business finance - Debt & capital solutions. Additional to aiding clients with their personal affairs, investment portfolios, property development etc. Working with all types of industries from construction to alcohol wholesaling, transport, engineering, manufacturing etc. Highly experienced in debt/capital re-structuring, management buy-outs, business purchases/sales, working capital/stock finance/asset finance, leveraged debt, residential lending etc - across various industries and sectors. Show less Driven, innovative & committed to help New Zealand businesses realize their full potential - both domestically and globally.Specialising in commercial/corporate entities with turnovers upwards of $20m per annum, we provide more than just funding. Our clients see us as trusted advisors and partners.Building on expansive experience in Financial Modelling, Debt/Capital/Leveraged structures, investments, property - We develop simple solutions for our diverse and complex client base wanting to realise their full market potential, and beyond. Show less
Partner
Jan 2020 - Jan 2022Senior Associate - Commercial & Corporate
May 2019 - Aug 2020Graduate
Feb 2019 - Apr 2019

Makaurau marae
Apr 2019 - nowExecutive finance managerExecutive treasurer answering to the trustees of the Makaurau Marae Reservations trust. Oversight and consultation on all aspects of financing for the wider Marae operations, implementing & maintaining complex and delicate initiatives to fund family/iwi orientated activities.

The content stop nz
Jan 2020 - Jan 2022Co-founder
Float mortgages
Jan 2022 - Oct 2024Financial advisor - brokerAs a Financial Advisor at Float Mortgages, I help clients achieve their property and business goals by providing tailored solutions for home loans, business lending, asset finance, and property finance. With my background in accounting, finance & banking, I have a comprehensive understanding of the financial needs and challenges of different industries and sectors.I have experience in commercial and corporate finance, working as a Partner and a Senior Associate at Bank of New Zealand, where I managed a portfolio of 50+ client groups with turnovers between $1m - $10m and upward. I was involved in various projects, such as debt/capital restructuring, management buy-outs, business purchases/sales, working capital/stock finance/asset finance, leveraged debt, and residential lending. Show less

Tasman finance partners
Oct 2024 - nowDirector/adviser
Licenses & Certifications

Commerical & corporate finance
Moody's corporationFeb 2019
Young finance professional
InfinzFeb 2019
Cpr/aed/first aid
St john new zealandAug 2020
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