Accomplished in financial and commercial advisory roles for top-tier firms, including PwC and BDO. I have developed experience in Public Private Partnerships, transaction management and commercial contract negotiations. My expertise in financial modelling and investment due diligence has driven successful outcomes on large-scale social, health and energy infrastructure projects.
Financial and commercial advisory roles to federal and state government departments and agencies as well as private sector clients on a range of large-scale infrastructure projects.
Focus areas have included Public Private Partnerships, financial and commercial analysis, transaction management, operating model and asset ownership structures and contractual negotiations to achieve Financial Close.
Recent engagements include
FInancial and commercial advisory roles to Government agencies and private sector clients. Specific project focus on health and renewable energy sectors. Major transactions included:
Private wealth and investment advisor to high-net worth individuals, families and Not-for-Profits. This role included strategic asset allocation, investment due diligence, development of investment terms, credit and debt structuring and conducting risk assessments on specific investment mandates. Investment experiences was focused on credit, real assets and alternatives.
Public Private Partnership
Transaction management
Quantification risk management
Contract formation and negotiations, to close
Financial modelling
Project deed development
Cancer Council Victoria Investment Committee,
Currently completing an observership on the Investment Committee, which reports directly to the Board of Directors. The Committee is delegated the responsibility to manage the charities investment portfolio and banking activities. The Committee is required to complete due diligence activities on the investment portfolio, inform the Board of proposed changes and manage the investment mandate in-line with the charities Investment Policy Statement.