What do you do in your role?
As a Partnership Manager, I support brokers in a BDM capacity by providing product training, developing their skills, and upskilling them in the NDIS and SMSF spaces. I also assist with company and trust structures for complex applications. I serve as the first point of contact for answering questions and keeping brokers updated on the progress of their applications. Additionally, I attend Aggregator PD Days to promote the WLTH brand, introducing brokers to our latest offerings and niches.
What have you done before working for WLTH?
Prior to my current role, I have held various lending positions, including managing teams and working in corporate and RM spaces with mainstream lenders, non-conforming lenders, and fintech companies. I have managed retail, business, and corporate clients, including high-net-worth medico clients with portfolios exceeding $1 million.
How do you like to spend your time outside of work?
Outside of work, I enjoy roller skating, performing handstands, traveling to exotic locations, walking my extremely active Border Collie, running, and going to the gym
What is something that people don’t know about you?
I am a qualified hypnotherapist and have a keen interest in studying the brain. I have completed NLP Practitioner training (Neuro-Linguistic Programming) and Time Line Therapy.
What is your favourite food/drink?
My favourite food is Malaysian cuisine, or anything spicy. My favourite drink is kombucha.
Where is your favourite place you have been to and why?
My favourite place I have traveled to is Bordeaux, France. The culture, food, and architecture are simply incredible.
