Requests
9
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
✨100%
Business Owner
🧑💼100%
C-level Executive
🏦100%
Finance
Geos
🇺🇸50%
United States
Work Background
Lucent Green FinanceCo-Founder
Jun. 2020AustraliaLucent Green Finance is Australia's leading green mortgage and finance specialist, helping Australian's save on lending solutions whilst saving energy and the protecting planet.
Satori BusinessFounder
Jul. 2017Melbourne, AustraliaSatori Business is a corporate advisory and consulting practice, working with clients on strategies, structuring, regulatory compliance and operational efficiencies for their businesses and investment offers.
Our team has over 50 years experience in business management, financial services, investment and corporate advisory, from a diverse range of industries and corporate scale.
We operate primarily in Australia, New Zealand and South East Asia, with offices in Melbourne and Kuala Lumpur and currently service clients and partners from North America, Asia and Europe as well.
Inspira WealthChief Corporate Advisor
Aug. 2019LDX is an FCA authorised trading platform, providing a wide range of services in both the traditional financial derivatives markets and new technology and processes of Digital Assets. Having created an innovative approach to futurising OTC products, post the financial crisis, to meet regulatory changes, LDX has remained at the forefront of the adoption of pioneering technology and procedures.
Our aim is to meet client needs while offering simplification and cost reduction. As a result of those goals, we have now added Digital Securities to our product line. Our adoption is based around a secure private centralised Blockchain, Trading Platform and client accounts. We have replicated existing models to provide a complete transition to the new world of digitisation. Our technology will offer an innovative and vital saving in cost and processes for the internalisation of Block Trading of listed derivatives on existing exchanges as well as a parallel open market for the same products.
Australian Standfirst Funds Management LimitedResponsible Manager
Oct. 2019Australian Standfirst Funds Management Limited is the holder of AFSL 510315, and the fund issuing and product management entity within the Australian Standfirst keiretsu. The company focuses on the principle of responsible investing. Built patiently and with purpose for exacting clients, Australian Standfirst now offers its capacity-constrained Global Core Fund Series, honouring the familiar touchpoints of original and thoughtful investment management, supported by an established leadership position, persistent track record and dedicated commitment to Australian Ultra High Net Worth (UHNW) and Philanthropic wealth management solutions. Elevating Responsible Investing today demands that Environmental, Social and Governance (ESG) ideals are no longer niceties but are imperatives from now on. In a step forward, Australian Standfirst is the first active fund manager to integrate ESG into our benchmark, which will publicly hold us to account and elevate ESG as an enforceable performance requirement: Announcing the S&P Global LargeMidCap Ex-Australia and New Zealand ESG and Green Bond TR 70/30 Monthly Blend Index.
Global Merces Funds ManagementDirector & COO
Jan. 2016 - Mar. 2017Sydney, AustraliaGlobal Merces Funds Management Limited is an Australian Funds Management firm, dedicated to designing and issuing market relevant investment products. At Global Merces, I head the business operations as Chief Operating Officer, as well as a member of the company's Compliance Comittee and Board of Directors.
Viking Funds Management LimitedOperations Manager
Dec. 2014 - May. 2015Queensland, AustraliaHead of Operations for a new Funds Management company and AFSL. Orchestrated the design and registration of 3 managed investment schemes from the ground up, including the hiring of relevant compliance personnel and recruitment of outsourced service providers, and the production of product disclosure statements.
Advamode Financial Pty LtdManager of Financial Planning
Apr. 2014 - Dec. 2014Queensland, AustraliaThis position is tied closely with my role as Compliance Manager for Advamode Financial, and incorporates the front-end, B2C sales and business operations aspect of the company. In this role I was responsible for planning, implementing and managing the sales and service processes, and oversee a small team of planners, para-planners and contracted sales staff. I also operate within the business as a Financial Adviser, dealing directly with clients,matching our services to their needs, formulating unique strategies to accelerate them to their goals, and maintaining lasting relationships with them.
Advamode Financial Pty LtdCompliance Manager
Jul. 2013 - Sep. 2014Queensland, AustraliaAs the Compliance Manager for an independantly owned Australian Fiancial Services License, I have been responsible for the management of all matter related to maintaining, reviewing and improving Advamode Financial's regulatory obligations. This includes the due diligence and vetting of prospective corporate and individual representatives, allocating authorisations to licensed entities and advisers, assisting in the auditing of representatives, maintenance of files, reviewing and editing marketing materials, monitoring the company's financial obligations, and handling breaches and complaints. The role has placed me on a number of internal committees, including the Advamode Capital Risk Management Committee, Advamode Financial Investment Research and Selection Committee, and of course, the Compliance Committee. I was responsible for several major projects, from preparing and chairing the quarterly compliance meetings, to managing a 2 stage ASIC audit involving showcasing the compliance management of the firm and preparing all necessary minutes and reports. I have also overseen for the training and professional development of all authorised representatives under the license, including the organisation and implementation of several professional development days.
Advamode Group LimitedCorporate Relations Manager
Feb. 2013 - Nov. 2014Queensland, AustraliaThis role began as purely business development, however the need to incorporate ongoing relationship management, and a necessary analytical and corporate strategy focus resulted in the role expanding. As Corporate Relations Manager, I have negotiated numerous supportive service agreements, resulting in lower costs and greater returns per client for the group. I have also been responsible for a number of major business to business projects, including the negotiation, analysis and project implementation of several joint ventures and numerous B2B client acquisition deals.
Super Me Australia Pty LtdGeneral Manager
May. 2012 - May. 2014Queensland, AustraliaIn May 2012 I was given the responsibility to turn Super Me Australia, a business which at that point in time was only running small educational seminars, into a profitable asset for it's parent company, Advamode Group Limited.Through the year that followed, I was able to renegotiate and leverage existing relationships, and establish new relationships with key partners in marketing, administrative and client acquisition services.
This re-invention of the company provided a solid platform to allow SuperMe Australia to operate as a profitable entity within it's first year of operation.
The client book, systems and procedures were absorbed into the parent's flagship, Advamode Financial the following year (FY13/14). Super Me Australia transitioned it's business focus to that of a SMSF specialist accounting practice, a joint venture project which I co-initiated and currently oversee on behalf of Advamode.
Peach Factory AustraliaBusiness Development Manager
May. 2011 - May. 2012Gold Coast, QLDPeach Factory is a Lifestyle and Tourism Brand, promoting the exciting adventure, party and lifestyle opportunities available on the beautiful Gold Coast, Australia. This position was attained as a promotion and expansion of my existing role with the company as Marketing and Promotions Manager. Due to the size of the firm, the role was diverse, incorporating:
- Creation, implementation and management of marketing projects and promotions projects
- Corporate client relations management
- Key Account management. - Sourcing and negotiating with business partners and affiliates to obtain great deals for customers
- Development of new business strategies and directors in correspondence with the Directors of the company
- Creation, planning, implementation and operation of many events, from small parties to full scale music festivals. - Overseeing digital media marketing projects, including brand innovation, logo designs, video production and social media page monitoring. - Management of approximately 8-15 sales staff, including mentoring and payroll implementation.
Peach Factory AustraliaMarketing and Promotions Officer
Mar. 2011 - May. 2011Gold CoastAs a lifestyle and tourism brand, Peach Factory relied quite significantly on effective promotions management to build brand awareness. In this position, I was responsible for the effective planning and execution of key projects including managing relationships with key business partners, hosting events, arranging sponsorship and advertising in target markets, hiring and management of promotional staff, and assisting in the marketing and brand design for all promotional operations.
Bond University Student AssociationVice President
Sep. 2010 - Nov. 2011Gold Coast, Australia• BUSA is the Student Council at Bond University. Elected as one of 6 executive members by the student body to manage all student interests and a management committee of eighteen people.
• This position is operational and requires a close working relationship with the Senior Management of the University, including the Vice-Chancellor. BUSA advocates for student interests regarding academic, social, cultural and sporting issues.
• Specific area of management as an executive member is Sport, making the position the highest level of student management in sport at Bond University. • Initiated several significant projects and programs, including the first official branding of sport at bond, a uniform overhaul, the introduction of the first elite athlete program (BESP), the establishment of a strategic planning committee, and an official restructure of the Sports Team arm of the BUSA Committee. • Committee representation includes: BUSA Executive Committee, Bond Sport Strategic Planning Committee (founder). • Regularly committed in excess of 30 hours per week to the position including a minimum of six regular, official meetings per week, on top of full-time study and other commitments, unpaid and voluntary
Bond University Business Students AssociationCompetitions/Social Director
Sep. 2009 - Nov. 2010Gold Coast, Australia• Organization of large-scale events, parties, functions and competitions • Involvement with external companies and organizations
• Seeking sponsorship and corporate partnerships
• Attendance at regular weekly meetings and appointments
• Innovation of new concepts, and implementing them into full working projects
• Representing the interests of a large body of people
• Working cooperatively with other committee members
Swish EventsEvent Manager
Aug. 2009 - Apr. 2010Gold Coast• Supervising bar staff, catering, casino events and other functions.
• Venue inspections and set up delegation. • Promotional modeling and marketing • Deal directly with corporate clients on a weekly basis
Intch is a Professional Networking App for the Future of WorkSee more people like Sam on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
267222 people
16
GradCertPsych Small Business Owner Consultant Social Media Sales & Marketing Set up Management and Organisation Admin Generalist @ Lost Manly
194
Consultant-Finance @ Raydan Consultancy services
21
Commercial Property Manager @ Ray White
65317 people
194
Consultant-Finance @ Raydan Consultancy services
36
Ark managing member (CFA ||MBA) @ Ark Investment management
17
Finance Professional