I empower businesses and individuals to identify their values, mission and what money means to them. My goal is to be a global agent of empowerment and resource for young professionals & businesses, guiding them on how to maximise their impact and live a life not limited by money.
Head of Operations & Advice Associate Pivot Wealth
Former Commercial Analyst at Roadshow Films
- Masters of Financial Planning (2021)
- B. Com (Economics, Business & Tax Law, 2018)
Head of Operations
Pivot Wealth / December 2021 - Present / Sydney, NSW
"Why can't we automate it?" I look at processes and strip them back, firstly asking "Why are we doing" this and then "why can't we automate it". Three months of doing this and I have re-engineered Pivot Wealth's tech stack, saving in excess of $25k pa in subscription expenses, reduced labour hours for repeated tasks and ultimately freed up the team to be working on high value, revenue-generating tasks.
Pivot Wealth / August 2021 - December 2021 / Sydney, NSW
Helping people live a life not limited by money. Complexity gets me up in the morning; I specialise in working with high net worth/high income earning clients (particularly in the tech industry) and entrepreneurs/business owners who refuse to settle for ordinary.
Financial Adviser Associate
EK Financial Group / April 2021 - August 2021 / Melbourne, Victoria
Empowering young families and retirees to maximise their financial wellbeing
Roadshow Films / Feb 2019 - June 2020 / Melbourne
Manager of the Commercial Analysis portfolio
Sales and Distribution Intern
IBM / Dec 2015 - Jan 2017 / Melbourne
Demonstrated IBM’s catalogue of services and Solution offerings to clients across the Retail, Automotive and Telecommunications industries.
Village Cinemas / Sep 2014 - Feb 2019 / Melbourne
Responsible for site maintenance and managing business operations. Benchmarking operational requirements against multiple KPI's and forecasting Labour and Inventory based on admission projections.
Worrells Solvency and Forensic Accountants / Jan 2018 - Mar 2018 / Melbourne
Responsible for drafting statutory documents relevant to a number of Solvency regimes.