Trusted by founders, boards and financial institutions to navigate complexity, unlock opportunities and deliver results.
- As a Director, built and operated a successful Digital Currency Exchange (DCE) and Remittance business from the ground up, navigating licensing, banking, compliance, operations and growth.
- Supported Restricted Authorised Deposit-taking Institution's (ADI) with bank guarantee arrangements underpinning approximately $30 million in client funds.
- Delivered enhanced cash management and yield outcomes for a client managing more than $50 million in client funds.
- Secured banking and payments solutions for Digital Currency Exchanges, Remittance businesses and other organisations operating in complex and highly regulated sectors.
- Secured a $10 Million capital raise investment in an Australian Authorised Deposit-taking Institution (ADI).
- Structured client money, custody and payments frameworks supporting regulated financial services businesses.
- Guided successful AFSL, AUSTRAC, VASP and remittance licensing and registration outcomes.
- Served as a director and trusted advisor to financial services, fintech and growth-stage businesses, providing governance oversight, strategic guidance and stakeholder engagement.
- Advised boards and executive teams on governance, risk management, regulatory strategy and commercial growth initiatives.
- Leveraged our extensive network across banking, payments, treasury and financial services to connect clients with strategic partners, investors and growth opportunities