Work

Listium

Founder
Current
  • Product, strategy, design, development, marketing, AI, analytics, and more.

Self Employed

AI Advisor / Consultant
Current
  • Advising SMEs and startups on how to quickly adopt AI tools in their business.

Venuemob

Executive Director
2018 - 2019
  • Assisted in day-to-day operations including finance, analytics, HR, strategy, and ultimately helped negotiate the sale of the business in late 2019.
Non-Executive Director
2013 - 2018
  • Member of a three person board, covering all areas including finance, strategy and compliance.

Self-Employed

Small Business Consultant
2006 - 2013
  • Worked with small business owners in a range of areas including including finance, strategy, marketing and HR

Goldman Sachs JBWere Asset Management

Executive Director; Partner
2005 - 2006
  • Worked with the Managing Director on a range of projects across all parts of the business.
Head of Equities; Partner
1997 - 2005
  • Led a team of analysts, portfolio managers and dealers managing Australian Equity portfolios.
  • Activities included company and industry research, portfolio management, marketing and product management.
  • Member of GSJBWere Group Partnership Committee and the FSC Investment Board Committee (industry body)
  • Achievements
  • Above average long-term investment performance across all portfolios and substantial growth in funds under management
  • 2002 Australian Equities Fund Manager of the Year
Portfolio Manager
1994 - 1997
  • Activities included company and industry research, company valuation, portfolio management and marketing.

ANZ Bank

Commercial Banking Officer
1991 - 1994
  • Assisted in the management of a portfolio of commercial banking clients. Activities included credit and risk analysis and company research.

Education

Monash University

Bachelor of Business - Banking & Finance

Securities Institute of Australia

Graduate Diploma - Applied Finance & Investment

Melbourne Business School

Accelerated Management Program

Harvard Business School & CFA Institute

Investment Management Workshop