Biographical Info With over 20 years of professional experience in the banking and finance sectors, including a variety of management positions with the National Australia Bank (NAB), I have been privileged to develop long-standing professional and personal relationships with a range of stakeholders spanning a diverse mix of client businesses within a wide range of industries located throughout metropolitan and regional areas of Queensland. My dual passions are for property and seeing transactions (developments and investments) proceed and for assisting SME businesses to work toward achieving the best outcomes possible. Throughout my career, I have combined these with my zeal for assisting and collaborating with all parties to grow their business, wealth and community. I have also demonstrated capabilities through managing and co-managing 10+ closed-end trusts (representing more than $275M of quality property assets), as well as working on compliance, record keeping and monitoring functions involved with Anti Money Laundering (AML) and Counter-Terrorist Financing (CTF). As a person-focused individual, I keep your financial goals and business objectives front of mind. If this resonates with you, and you are looking for a ‘trust advisor’, please connect, and I’d be happy to talk with you.
Email Address email@example.com
Start Date 12/06/2019
Mobile Phone +61419797623
Short Description Commercial & Industrial Property Funds | Sustainable Diversified Investment Income | Connecting wholesale investors to property investment opportunities.
Relevant PositionsAssociate Director | STAC Property
Relevant IndustriesFinance, Investment Services, Property Development, Real Estate, Property Development & Investment Capital, Commercial Finance & Leasing
ConnectorGuy Wilson (firstname.lastname@example.org)