Finance professional with deep expertise in financial analysis, client relationship management, and strategic planning. Strong focus on team collaboration and achieving results. Known for adaptability, reliability, and effective communication. Skilled in risk assessment, market research, and negotiation.
Overview
32
32
years of professional experience
Work History
Finance Broker
Xplore Financial Services Pty Ltd
02.2025 - Current
Application of expert negotiation tactics when liaising between clients and lenders to achieve mutually beneficial outcomes.
Collaborating with colleagues to develop innovative marketing strategies, generating new leads and expanding the client base.
Conducting comprehensive financial analyses to identify optimal lending options for clients' unique needs.
Maintains up-to-date knowledge of industry trends and regulations, ensuring compliance at all times.
Providing clear communication throughout the loan process, keeping clients informed every step of the way.
Operations Director
Testrix Systems Pty Ltd
07.2010 - 01.2025
Developed strategic plans for business growth, enabling the company to expand its market share and increase revenue.
Reviewed financial and operational reports on regular basis to make effective decisions.
Initiated change management strategies that effectively addressed employee concerns while driving forward organizational transformation efforts.
Led, supervised and provided strategic direction for other staff members.
Collaborated within sales team to brainstorm business development strategies and identify customer product needs and preferences.
Negotiated contracts, pricing structures and delivery schedules.
Technical Product Specialist
Cool Tech Testers
10.2007 - 06.2010
Organized regular training sessions for customers to maximize their understanding and usage of our products.
Identified areas for cost reduction in production processes without compromising on quality or functionality standards.
Presented compelling sales pitches for potential clients, showcasing the value of our products and services.
Implemented technical solutions for improved customer satisfaction, addressing various client needs.
Conducted market research to identify emerging trends, influencing future product development strategies.