ABOUT ME

Owning and running a business can be tough. Your day job is the easy part. Finding the head space and time to set the business direction, strategy and goals, build and manage the team, keep your eye on profit and cash, market changes, all the while ensuring your business keeps on track and growing. Now that’s the real challenge! What if there was someone who can help you put the goals, strategy and plans together, then help and support you in getting it done?

I help professional business owners effectively grow their businesses by giving them time back. Time to spend with clients, doing your day job. If you aren’t looking to grow your business, I can help you make your business more efficient, or simply a better place to be. I specialise in the development and blended integration of allied advice services to financial planning, accounting & business advisory firms, developing or improving in-house capabilities and referral pathways, or external business alliances.

I also provide a broad range of consultancy and coaching services ranging from strategic, succession and operational planning to role design, team building, performance development, staff recognition and cultural improvement and the development or review of client service propositions and pricing.

EXPERIENCE SNAPSHOT

  • Feb 3, 2018
    The ThoughtConnect; Group | Adelaide
  • Feb 3, 2018
    Integrated Consulting | SA
  • Feb 3, 2018
    MBA Financial Strategists | Adelaide
  • Feb 3, 2018
    Charter Financial Planning | Adelaide
  • Feb 3, 2018
    McKinsley & Company | Adelaide
  • Feb 3, 2018
    AMP | Sydney / Adelaide

CONSULTING

  • Business Strategy and Planning
  • Training and Coaching
  • Leadership Management
  • Business Integration
  • Business Alliance Partnerships
  • Staff Management and Coaching
  • Development of Client Value Propositions
  • Role Identification and Definition

DISCIPLINE

  • Bachelor of Economics (Accounting)
  • Diploma in Management (Proteus Leadership)
  • Certified Practicing Accountant
  • Certified Financial Planner

INDUSTRY

  • Financial Services
  • Professional Services