Over the past twenty years I have been involved in numerous businesses as either founder, co-founder or investor, across sectors that include construction, import/distribution, retailing and wealth management. Below is a sample of businesses I have been involved in over the past five years.
Third Sector Advantage
Third Sector Advantage (TSA) was launched in 2010 with the express purpose of addressing investment challenges within the Not-for-Profit sector.
TSA is employed across a wide range of assignments, including portfolio attribution, reviews of investment products and managers, IPS development, through to more esoteric matters, such as quantifying the financial impact that ethical screens might have on future returns.
Insight Wealth Solutions
Insight Wealth Solutions provides financial advice to a select group of clients that includes senior executives, business owners, and financial advisors.
With five years of uninterrupted double-digit revenue growth and a client attrition rate of less than 5% per annum, Insight Wealth Solutions closed its doors to new investors in 2016, choosing to focus solely on servicing our existing clients.
We offer an unconditional "Satisfaction Guarantee" to clients; from this measure we have maintained a satisfaction rating above 97%.
miProtect is Australia's only broker specialising in personal insurance for medical imaging professionals.
Our competitive advantage is achieved through the use of a technology-intensive policy management system which streamlines all stages of policy application, maintenance, and monitoring.
miProtect is part of First Wave Financial, a joint venture launched in 2012 with Sellars Insurance Agency (SIA).