I am an accomplished finance professional known for my expertise, results-driven approach, and nurturing personality. With a solid reputation as a trusted advisor to businesses, not-for-profit organisations, and high-net-worth individuals, I offer a unique blend of analytical prowess and client-centric focus. My extensive industry relationships and proven track record make me the go-to expert for securing competitive funding solutions.
My journey from owning hospitality and entertainment businesses to becoming an award-winning Credit Risk Analyst, Senior Banker, and Portfolio Manager at a major bank has provided me with unparalleled insights into navigating lender credit policies and negotiating optimal debt arrangements. In essence, I specialise in presenting compelling cases that meet unique lender credit requirements.
Today, as a seasoned finance consultant, I leverage my vast knowledge to provide competitive funding solutions through a network of over 60 banks and lenders. My focus lies in securing debt capital and optimising cashflow for small and medium-sized businesses, emerging corporates, and not-for-profit organisations. I excel in building relationships, offering market insights, and engaging stakeholders to drive success.
Working in progressive sectors like education, health, and manufacturing exposes me to ground-breaking projects that often fall outside traditional lending guidelines. I am known for turning complex to simple, and providing dynamic finance solutions that adapt to my clients' evolving needs.
What I cherish most in my career are the enduring client relationships I have nurtured. Known for trust, integrity, and personalised attention, I am dedicated to understanding my clients' aspirations and ensuring their long-term financial well-being with bespoke solutions.
Beyond my profession, I am engaged in mentoring junior professionals and tertiary finance students and serve as a registered Justice of the Peace (Qualified). I am also a proud parent of two adult children pursuing Allied Health degrees at the University of Queensland, and am an avid nature lover who enjoys hiking, trekking, and holds a certification as an advanced scuba diver.
My formal qualifications include:
- Master of Business Administration (MBA), UQ Business School, Dean Honour List
- Bachelor of Commerce - Finance / Bachelor of Economics - Quantitative Methods, (BCom/BEcon), The University of Queensland, Dean Honour List
- Diploma of Finance & Mortgage Broking Management (DipFMBM)
- Certificate IV in Financial Services Finance & Mortgage Broking
- Mortgage & Finance Association of Australia (MFAA) – Credit Adviser
