Physical, mental and spiritual fitness. These are the things i spend time on daily, to ensure I am always learning and evolving and showing up as my best self. I’m a super competitive guy who focuses on making sure his clients win so I win. Married with 2 kids, 2 dogs, 2 cats and 4 parrots!
In no particular order, I love numbers, money and helping people. Working for myself in the finance industry has allowed me to do all three things, essentially what I love doing, for more than 25 years.
I am also an avid technical analyst and trader of the financial markets; I also coach/mentor people how to build the right mindset for success in both business and the markets.
Professional Experience
I’ve been in Financial Services for more than 40 years. The first 15 in corporate banking followed by 25 years in business for myself in the Mortgage Broking sector. Personally, I’ve written thousands of loans, hired hundreds of brokers and set up many national partnerships. I started, built and successfully exited multiple Mortgage businesses and coached, advised and mentored hundreds of other brokerage owners to build successful businesses whilst living life by design.
Education and Certifications
- Diploma in Mortgage and Finance
- Certified Exit Planning Advisor (CEPA)
Skills and Expertise
- Strategic insights
- Value creation
- High performance team culture
- Scaled distribution
- Installing and leveraging best practice systems and processes
Projects and Achievements
- Personally started, built and successfully exited multiple Mortgage businesses
- Mentored dozens of Mortgage business owners on how to maximise profit and value creation so they can do the same
- Currently in pre-IPO phase of new business venture