Introduction

About Me

Since the early 1990’s, I've built businesses and careers. More recently, I've actively pursued opportunities to help businesses and individuals to gain focus, communicate their message, and achieve their goals. My current area of focus is developing newly established firms and firms that have had better times.

In a career spanning more than twenty years in financial services, I've has worked in many roles, including; futures trader, portfolio manager, relationship management, and more recently business leadership. Prior to entering the finance industry I enjoyed a career as a Chemical Engineer.

I'm a regular speaker at industry events, a lecturer, a mentor, and is actively involved with several industry bodies.

Business Description

At Inspirational Leaders we help you to develop the skills to bring out your leader within. We work intensively with:

•Entrepreneurs; to give them focus to help them realise their dream

•Individuals; to kick-start their career by giving them focus & purpose

•Teams & individuals; to help them communicate effectively

My Skills

investments
asset-management
portfolio-management
financial-planning
wealth-management
mentoring
retirement-planning
new-business-development
coaching
alternative-investments
asset-managment
marketing
investment-strategies
financial-modeling
strategic-financial-planning
investment-management
equities
private-equity
mergers-&-acquisitions
financial-services
management
risk-management
derivatives
business-strategy
presentations
fixed-income
strategy

Work/Experience

Guest Lecturer at Western Sydney University

September 2015 - Present
Guest lecturer in entrepreneurial studies and effective sales techniques

Director at Brand X

June 2015 - Present
Brand X is an urban renewal and property leasing firm.

Managing Director at Inspirational Leaders Pty Ltd

March 2013 - Present
Business Coach, Mentor, & Communication Skills Coaching. Specialising in newly established firms, and firms that have had better times.

Managing Director at Mark Thomas Financial Services

February 2013 - Present
Developing solutions to challenges in financial services.

Head of Business Development & Marketing at Access Capital Advisers

August 2007 - November 2012

Vice President & Regional Director at Dimensional Fund Advisors

January 2000 - January 2007

Associate Director at Macquarie Bank

January 1991 - January 2000

Engineer at AGL

January 1986 - January 1989

Education

Kaplan Education

Degree: Graduate Diploma of Financial Planning
Field of Study: Financial Planning

Kaplan Education

Degree: Master of Applied Finance
Field of Study: Applied Finance

Finsia

Field of Study: Graduate Diploma in Applied Finance & Investment

University of Sydney

Degree: BE
Field of Study: Chemical Engineering

Publications

The Elusive Quest For the Career Life Balance

Publication: LinkedIn
Date: Oct 09, 2014
A discussion on the Elusive Quest for the Career / Life Balance. It comes down to communication, compromise, sacrifices, priorities and improving your efficiency.

Location

Contact Information

56 Waratah Street
Haberfield Australia
Phone: +61 414 877 446

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