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I am an experienced multi-industry professional with strong community organisation and not-for-profit leadership, sales, strategy and communication expertise. 

I have spent over 27 years in highly complex, dynamic and information rich environments where an ability to develop relationships based on knowledge, trust and respect has been crucial. 

Work History

Aug 2013present

Executive Director

Pearce Fischbeck Capital Partners

Pearce Fischbeck Capital Partners provides domestic and global fund managers a highly principled and professional conduit to access Australian institutional investors and asset consultants. PFCP has extensive experience in developing asset class appropriate value added client engagement strategies, sales and distribution to the Australian institutional investment market for fund managers.

I am responsible for;

  • Conducting operational due-diligence on fund managers and recommending capability improvements.
  • Developing an appropriate strategy and narrative which identifies and delivers meaningful dialogue with increasingly 'time-poor' asset consultants and institutional investment professionals.

In my capacity with PFCP I have developed successful positioning, engagement, communications, and sales strategies for domestic and international multi asset managers.

Jul 2008Jul 2013

Director, Institutional Distribution

nabInvest Capital Partners

nabInvest was established by National Australia Bank in 2007 to identify and develop high quality investment management businesses through direct ownership or partnering with new and established businesses. nabInvest (now nab Asset Management) partners with select boutique investment management firms to enhance their capabilities by providing access to distribution channels, client services and other operational support.

I held primary responsibility for representing variously the investment capabilities of a portfolio of fund managers including; Fairview Equity Partners, AREA Property Partners, Northward Capital, and Presima Inc.

I was responsible for;

  • Developing institutional and consultant client engagement strategies focused on the award of investment mandates,
  • Developing an effective and continuous investor relations programme, 
  • Successfully negotiating terms for individual institutional investment mandates of greater that A$100m each,
  • Ensuring various critical internal and external business teams worked collaboratively to meet contract milestones.

Feb 2004Jun 2008

Senior Investment Adviser

Macquarie Group

Macquarie Group is a leading provider of financial, advisory, investment and funds management services. Macquarie’s global operations include offices in the world’s major financial centers.

As a Senior Investment Adviser I provided advice to semi-institutional and private clients on equity market and derivative strategies and then actively managed those strategies to achieve agreed risk weighted outcomes.

Jan 2003Feb 2004

Divisional Manager

Maxam Australia

Maxam Australia is part of the global Maxam Explosives Group based in Spain. Maxam Australia specializes in the manufacture and supply of explosives and associated services to the mining, quarrying and civil construction industries.

I was responsible for divisional operations including staff, commercial operations, marketing and contract negotiations  in Victoria, South Australia, Western Australia and Tasmania. I had 4 direct reports and responsibility for a staff of 23 people.

Additionally as a member of the Executive Committee I was involved in media relations, corporate communication, strategy and financial oversight. I was tasked with responsibility for successfully negotiating contracts with clients such as Boral, Penrice, Consolidated Minerals and Pioneer amongst others. I also successfully lead contract negotiations in China for the manufacture and delivery of explosives and explosive precursors.

Jan 1991Mar 2002

Branch Manager and Senior Investment Adviser

JBWere

JBWere is the leading private wealth management business in Australia and New Zealand. Founded in 1840 the business currently employs more than 500 staff across its nine offices in Australia and New Zealand. JBWere provides premium wealth strategies, advice and investments to Australia and New Zealand's most successful people, families and organisations.

As a Senior Investment Adviser I provided advice to semi-institutional and private clients on equity market and derivative strategies and then actively managed those strategies to achieve agreed risk weighted outcomes.

Manager, Wellington NZ. I was promoted and transferred to NZ to restructure and return to profitability the NZ business which had languished over a protracted period. I had responsibility for increasing visibility, efficiency and profitability of the business. In addition to engaging with key stakeholders, both internal and external in order to redefine the operation I was responsible for media relations including print and television campaigns, interviews and appearances.

19891991

Corporate Relations Officer

Australian Securities Exchange Ltd.

ASX is one of the world’s leading financial market exchanges, offering a full suite of services including listings, trading, clearing and settlement, across a comprehensive range of asset classes.

As the Corporate Relations Officer for ASX I was deeply involved in the development and execution of a multi-layered corporate communications and investor relations strategy targeting listed companies, member organizations, other regulatory bodies, federal and state governments, institutional investors and print and electronic media.

Directorships and other Involvement.

Chairman,  ASD Learning Ltd. (March 2015 - Present).

ASD Learning is a not-for-profit company establishing dedicated schools in Queensland operating under the name The Sycamore School for children with Autism Spectrum Disorder.

As Chairman and foundation non-executive-director I together with my fellow board members am responsible for strategy and implementation of the business plan. Additionally I head the governance and compliance committee tasked with ensuring the company and its employees meet the high standards enshrined in legislation and also in the mission statement of the organisation.

http://thesycamoreschool.qld.edu.au/

 

Director, Dalai Lama in Australia Ltd. (2016 - Present).

Dalai Lama in Australia Ltd. (DLIA) is a Not-for-Profit organisation which is responsible for organizing His Holiness the Dalai Lama's visits to Australia.

As a non-executive director of the board I have joint responsibility for planning, fund raising and implementing His Holiness's Australian visits. Additional and ongoing responsibilities include; developing and nurturing government, corporate and community relationships and support. 

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Vice Chair, Griffith Federal Divisional Council (Liberal National Party) - 2016 - Present.

As Vice Chair I assist the Chair with all activities of the Federal Divisional Council but with a particular focus on corporate partnering and fundraising.

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Chair, Bulimba Branch (Liberal National Party) - 2016 - Present.

As Chair of the Bulimba Branch of the Liberal National Party I direct member growth, engagement and communications strategies together with corporate partnering and capital raining activities.

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Vice Chair, Manufacturing Policy Committee (Liberal National Party)2016 - Present.

As Vice Chair I am responsible for engagement with community and industry and in order to understand the opportunities, needs and challenges facing the manufacturing industry.

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Families, Communities and Disabilities Policy Committee (Liberal National Party)2016 - Present.

The Families, Communities and Disabilities Policy Committee is responsible for engagement with community as a whole but with particular focus on those members of the community who are the most vulnerable, face the greatest hardship, and or require access to programmes and assistance specific to their needs. The policy committee formulates policy solutions aimed at reducing improving the lives of those with greatest need. 

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Child and Youth Policy Committee (Liberal National Party) - 2016 - Present.

The Child and Youth Policy Committee is responsible for community, legal, and support services engagement in order to develop policy solutions to protect and provide appropriate outcomes for all children and youth. 

Skills

Capital raising

Capital is fundamental to organisational success and only through expertly planned and executed capital raising programmes can organisations deliver the services they offer. 

Relationship Development

I have learned that one of the most important ways I can assist an organisation to thrive is to develop strong relationships built on trust and understanding which seek to benefit all involved.

Leadership

I have successfully lead small teams, committees and organisations across a variety of professional disciplines.

Communication

One of the pillars of successful leadership and management is the ability to define, construct and effectively deliver messaging to internal and external stakeholders. I have strong and effective communication skills deliverable across a variety of engagement mediums.

Sales

My ongoing professional success is attributable in part to influencing and sales skills developed with JBWere, Macquarie Group, and nabInvest. 

People Management

Over the course of my career I have successfully managed staff in a variety of industries and at various levels in order to achieve organisational goals.

Financial Markets

I have spent much of my career directly involved in trading and investing in financial markets in addition to providing advice to professional and institutional fund managers and investment committees.

Governance and Compliance

As a function of my senior leadership and board experience I either lead or otherwise actively participate in governance and compliance committees.

Education

20152018

BSc. Politics and International Relations

London School of Economics and Political Science, University of London

Memberships

Referees

Professional Referees

  • Professor Michael DrewBEcon; MEconSt PhD Qld; GCertHED Griff; SF Fin

            Griffith University Business School

            michael.drew@griffith.edu.au

            +61 7 3735 3719


  • Mr. Stephen Fallet, BEcon. (Manager, Investment Options Strategy)

            Australian Super

            sfallet@australiansuper.com

            +61 438 544 137


  • Mr. Sean Webster, BFin; CFA (Manager, Research)

            AMP Capital Ltd.

            sean.webster@ampcapital.com

           +61 447 527 311

            

Personal Referees

  • Associate Professor Alex BruceLLB (QUT); LLM (Syd); MA (Theology) (ACU); PhD (ANU), SFHEA.

           Australian National University College of Law

           alex.bruce@anu.edu.au

           +61 2 6125 4662


  • SQDLDR Michael Duyvene De Wit (OAM)

            453 Squadron, RAAF Williamtown

           michael.duyvenedewit@defence.gov.au

           + 61 411 736 935