Over the past twenty years I have founded or co-found nine businesses, across sectors including trades and services, import, retail and wealth management. Below is a selection of businesses I have been involved in over the past five years.
Third Sector Advantage
Third Sector Advantage (TSA) was launched in 2011 with the express purpose of addressing investment challenges within the Not for Profit sector.
In recent years TSA has been employed across a wide range of assignments, from portfolio attribution analysis and investment product and manager reviews through to exploring the impact that ethical screens have on the quantitative and qualitative outcomes of investors.
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, this business has been commercially successful.
However what I am most proud of is our "Satisfaction Guarantee" which has helped build trust, transparency, accountability, and understanding with our clients.
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 I launched in 2012 with Sellars Insurance Agency (SIA).