Experience

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  Foxsymes & associates

  Sept 2000 - Sept 2002

  Insolvency audit manager

  Filed documents with bankruptcy courts within expected timeframes to prevent delays.Appropriately followed up with creditors and bankruptcy trustees to avoid bankruptcy delinquencies.Collaborated with attorneys and other legal personnel on bankruptcy documentation reviews, making necessary corrections.Developed professional relationships with bankruptcy attorneys, trustees, other legal counsel, and bankruptcy court personnel.Researched state statutes, decisions, legal articles, codes, and documents.Trained and managed many employees in best practices and protocols to realize maximum productivity.Conferred with clients and other involved parties to gather and track case information.Reviewed case files and reported case progress to clients. Show less

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  Debt agreements australia & home funding australia

  Jan 2003 - Sept 2007

  Insolvency administrator & audit manager

  Identified issues, analyzed information, and provided solutions to problems.Resolved conflicts and negotiated mutually beneficial agreements between parties.Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion.Managed team of 5 employees, overseeing hiring, training, and professional growth of employees.Exceeded goals through effective task prioritization and a great work ethic.Handled day-to-day running of insolvency clients, ensuring high levels of productivity and progression. Show less

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  Secbroker.com

  Jun 2008 - Jul 2010

  Broker & principal

  Established a large network of loyal clients and negotiated on behalf of buyers/sellers in regards to high-value products to deliver the most favorable outcomes for all parties – Hard & soft commodities, Medium Term Notes, Bank Guarantees.Researched hard and soft commodities thoroughly and kept up-to-date on the latest trends in the marketplace.Developed advanced product knowledge to share current information while generating and delivering product quotes.Led cross-departmental and divisional workflows supporting risk management.Utilized networking resources to seek out commodities sellers and match with buyers, and visa versa.Fostered positive business relationships to promote continued interest in my products and services. Show less

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  Asr wealth advisers

  Aug 2010 - Oct 2017

  Senior investment adviser

  Managed $10's of millions in FUM by providing one-on-one service when meeting with clients to understand assets, expenses, and long-term as well as short-term investment goals to devise a personalized financial plan.Trained brokers and advisors with servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions.Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.Researched ASX rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses, and compiled final reports to deliver top-notch service to customers.Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.Recruited, trained, and mentored junior financial and support staff to generate ideas, share knowledge, and commit to building a successful company.Capitalized on gaps in the market and reached out personally to onboard new clients, process transfer paperwork, and set up new accounts.Prepared for and coordinated marketing events, created marketing compliance documentation, and managed event marketing reimbursement to increase customer base and grow revenue.Boosted sales by 500% and exceeded sales targets by employing consultative sales tactics and superior customer care.Delivered strategy advisement and corporate financing to clients. Show less

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  Maqro capital

  Jan 2018 - Nov 2020

  Head of corporate finance / senior investment adviser

  Worked closely with the CEO to maintain optimum levels of communication to effectively and efficiently complete projects.Handled day-to-day running of Corporate Finance division, ensuring high levels of productivity and progression.Managing clients share portfolios in relation to buy/sell opportunities which were all completed under general advice.Spoke to clients, explaining current opportunities to invest in, managing their portfolios as well as their expectations.Constantly sourced new opportunities that the corporate finance division could move forward with.Introduced new ideas/opportunities for the analysts to recommend to clients.Onboarded new clients.Maintained excellent attendance record, consistently arriving to work on time. Show less

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  Equity story

  Aug 2021 - Sept 2024

  Head of wealth

  Equity Story is a Sydney-based stock market research and reporting firm. We aim to help our clients make fast, reliable share trading decisions with simple and straightforward advice you can act on immediately. We take the emotion out of investing. As an Equity Story client, you will be emailed clear buy and sell recommendations handpicked by Australia’s leading investment team – delivered straight to your inbox. It couldn't be any easier. With Equity Story, you will never trade alone.