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Work Background
Guardian Carbon Pty LtdExecutive Director
Apr. 2024Gold Coast, Queensland, AustraliaAt Guardian Carbon, we facilitate introductions to certified, proven emission reduction, capture, and mitigation solutions for governments, state-owned enterprises, and corporates worldwide. Our mission is to help organisations achieve their Net Zero ambitions by delivering sustainable, long-term economic solutions that drive impactful results. Through our global network and expertise, we support our clients in meeting their environmental goals and contributing to a more sustainable future.
Cross Asset Wealth Management Pty LtdExecutive Director
Oct. 2018 - Jun. 2023Sydney, AustraliaAs Director and Board Chair of boutique wealth management firm Cross Asset Wealth Management, I worked closely with Cross Asset Wealth Management’s Managing Director and leadership team to set the strategic direction of the business. As Chair my focus was also on facilitating good board leadership and governance for Cross Asset Wealth Management's business. Cross Asset Wealth Management was created to assist and support the diverse range of investment needs of Family Offices and Wholesale Investors. Cross Asset Wealth Management has arrangements with many of the world's most trusted and prestigious banks, giving clients exclusive access to specialised products and services.
Guardian Global Wealth LtdManaging Director
May. 2014B:HIVE, Smales Farm, 74 Taharoto Road, Takapuna, Auckland, New ZealandGuardian Global Wealth (Guardian) specialises in providing customised Private Banking and Wealth Management solutions specifically for Ultra High Net Worth Individuals and/or their Family Office Group. Located in the closely regulated market of New Zealand, and with Partners based in Panama, Dubai, Australia, China, Mexico, Canada and London, Guardian has the ability to offer its services to clients on a global basis. Our firm is part of a global community of financial advisors and associates that are passionate about finding the right investments and solutions to achieve our clients financial objectives. Our services include financial and investment advice, wealth planning and structuring, asset and risk management and financial monitoring and reporting. As one of the Founding Executive Directors, I am personally responsible for the general management of Guardian. My focus is on the business’ strategic direction and ensuring that our clients have access to the financial products or personnel that will best meet their, or their clients’, objectives.
S&L GroupManaging Director
Jan. 2003 - Mar. 2014Auckland, New ZealandEstablished in 1995, S&L Group was an umbrella organisation that offered a range of finance products and services through its various sub-set companies. These included mortgage and insurance brokering, funds and investment management, and financial advisory. As Managing Director of the Group, I was ultimately responsible for setting and overseeing its strategic direction, leading and motivating its team and ensuring it was well positioned to grow through the development of new opportunities and raising of capital. During my time with the Group, the global economy was dramatically affected by the GFC and my challenge became to protect and grow the organisation during a time of extreme uncertainty. As well as meeting this objective I was able to deliver a number of successful initiatives, including the development of various structured investment products, Fund of Fund retail and wholesale Unit Trust offerings, and Private Equity Partnership investment opportunities.
AGC Finance/GE Commercial FinanceCommercial Manager
Aug. 2001 - Oct. 2002Auckland, New ZealandOne of Australia’s oldest finance and investment companies, AGC Finance provided specialised commercial finance in the New Zealand market. As a Commercial Manager for the business, I used my previous industry experience to develop new business relationships for AGC Finance/GE Commercial Finance – primarily in the West Auckland area.
WestpacVarious Pre-Management and Management Roles
Mar. 1986 - Aug. 2001Auckland, New ZealandMore than a decade with one of New Zealand’s largest retail banks provided me with the opportunity to gain an in-depth knowledge of the financial services industry. During my 15 years with Westpac, I held a range of management, pre-management and project management roles.
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