I been around the traps so you won't fall into any
August 1984 - July 1997
BANK OFFICER - BNZ
Worked through all the old-fashioned aspects of banking so have string background and knowledge of the NZ banking system. Appointed Branch Manager at age 26.
September 1997 - March 2004
CONSULTANT - NEW ZEALAND HOME LOANS
Honed my skills as a home loans adviser and also helped clients risk protection in form of Life, trauma and disability cover. NZHL national Top-5 ranked consultant twice and top-10 several times.
April 2004 - May 2005
BRANCH MANAGER - BNZ
Managed BNZ Willow Street Tauranga with a staff of twelve before being appointed Mobile Manager 2005
May 2005 - May 2015
MOBILE MANAGER - BNZ
Throughout the Global Financial Crisis I was able to provide solutions for many customers when other providers could not due to most banks' tightening of credit policy.
This has built a reputation of being the "go to guy" for customers with a proposal that is somewhat "outside the square" with many professionals continuing to refer their clients to me.
July 2015 - present
MORTGAGE ADVISER - LINDSAY HOME LOANS & FINANCIAL SERVICES LTD
Left BNZ to start my own business as I felt constricted by the bank at times when unable to assist clients - felt I should have more options to assist them. As a self employed Mortgage Adviser I have access to multiple solutions across dozens of lenders