Bachelor of Business (Finance & Accounting), Diploma of Financial Planning
Dale is a passionate, highly-motivated banker with extensive experience across financial services, acquired from a variety of senior management roles within Asset Finance, Private Banking, International and Commercial/Property Finance within banking institutions, as well as in-house capital advisory experience with one of Queensland’s leading property developers.
Having spent 12 years at NAB, Dale has strong property investment & development finance experience across all asset classes, including shopping centres, service stations, hotels and bulky-goods, as well as residential projects ranging from townhouses to high-rise apartments.
Dale is a pragmatic, results-driven individual that is motivated by tailoring bespoke financial solutions, based upon a deep understanding of his clients’ strategy and requirements, which facilitate effective growth of his clients’ businesses. With a belief that authenticity is the cornerstone to building long-lasting relationships, Dale epitomises “business partner” ideology.
Phone. 0412 657 743
Masters of Business Administration (MBA, UQ)
Mark is a successful commercial banker with 16 years experience in property, business and corporate finance, having held senior management roles in Macquarie Bank, NAB and private property development finance.
In property finance, he has experience across a wide range of asset classes, including residential (from townhouses to high-density residential towers), commercial, industrial and specialised-use buildings, across all layers of the capital stack, including senior and mezzanine debt, preferential equity and joint venture arrangements.
In commercial finance, he has a strong background in complex commercial structures, cash flow finance, asset finance, international trade, foreign exchange & interest rate hedging, production and analysis of complex financial structures and models, risk assessment and management, distressed asset management and strategic stakeholder management. His experience as lead-banker has included some of Australia’s most respected mid- and top-tier professional services firms, importers & wholesalers, specialised manufacturers and construction services companies.
Phone. 0402 490 701