Expert
Email Verified CRAIG M
0.0/5 (0 Feedback)
Member since August 18, 2021

Experienced Growth Consultant

A highly experienced senior executive with a proven 30-year track record in digitally transforming, organically growing, or growth through M&A start-ups, national companies, and global organisations.

Experience

Chief Executive Officer

  •  TPT Wealth Limited
  •  Jul 2018 - Jun 2021

Wealth Ecosystem
Reporting to the MYS Group CEO and TPT Board I am responsible for Wealth and Asset Management at MyState leading the TPT Wealth business nationally. TPT Wealth is an ecosystem of Wealth services including; Asset Management, Advisory, Tax Services, Estate Planning, Commercial Lending, Asset Finance, and Trustees. Created an ecosystem out of disparate offerings to form a powerful digital services proposition in the market. With full P&L control, I have responsibility for $17M in revenue and NPAT of $6.2M. Transformed the operating model and restructured the business for one-third of the estimated cost and ahead of schedule growing the Investment assets of the business from $1.1B to $2B in assets and a 35% increase in NPAT. Successfully created new distribution channels for these businesses nationally to build out the revenue over that period. Reporting to the MYS Group CEO and TPT Board I am responsible for Wealth and Asset Management at MyState leading the TPT Wealth business nationally. TPT Wealth is an ecosystem of Wealth services including; Asset Management, Advisory, Tax Services, Estate Planning, Commercial Lending, Asset Finance, and Trustees. Created an ecosystem out of disparate offerings to form a powerful digital services proposition in the market. With full P&L control, I have responsibility for $17M in revenue and NPAT of $6.2M. Transformed the operating model and restructured the business for one-third of the estimated cost and ahead of schedule growing the Investment assets of the business from $1.1B to $2B in assets and a 35% increase in NPAT. Successfully created new distribution channels for these businesses nationally to build out the revenue over that period.

Managing Director, Funds and Wealth Management

  •  Aura Group
  •  Nov 2016 - Jan 2018

Boutique Venture Capital Fund Manager and Wealth Management
Managed the Venture Capital and Wealth Management ecosystem to maximise the value of portfolio companies including; GPS Innovations, Shippit, Gamurs Group, Integrated Portfolio Solutions, Superestate and Bookwell. Grew assets from $200M to $788M. Responsible for annual revenue of $12M with an NPAT of $2.5M.

Founder

  •  3D Diagnostics Pty Ltd |
  •  Jan 2011 - Dec 2016

HR Technology and Behavioural Cultural Diagnostics | Unique methodology created with Harvard University and the FBI As an original Founder in 2001, I stepped into 3D in 2015 after selling Certitude as I was contractually required to sit out of the industry for 12 months due to non-compete. The mandate was to lead an HR Tech business I founded on my behavioral research methodology and sell the business for its shareholders within 10 years. Grew the business to 43,000 paying subscribers across Australia and APAC selling the business five years ahead of schedule.

Chief Executive Officer

  •  Certitude Global Investments
  •  Jun 2010 - Jun 2015

Certitude was the Australian subsidiary of the HFA Group (HFA.ASX) The mandate for my role was to transform the business post-GFC where its leading Funds were frozen and prevent the business from going into voluntary administration projected to be invoked in 18 months. Transformed the business by restructuring the existing frozen Funds for investors, launching a new multi-manager investment product to market growing assets from $1.5B to $5B. Full P&L control, I was responsible for all media and research analysts, $21M in revenue, and an NPAT of $6M. We sold the Australian subsidiary for a significant return for shareholders. Increased the share price from $0.16 to $2.74 during my tenure.

Strategic Advisor

  •  MLC Private Equity
  •  May 2009 - May 2010

Australia’s largest Private Equity manager at $10B AUM The mandate was to work with UHNWI, Family Offices and Multi-Family Offices to expand the business in Australia, New Zealand, Japan, and South Korea in Private Equity investment.

Director, Head of Australian/NZ Distribution, Product and Marketing

  •  Credit Suisse Limited
  •  Jul 2006 - Apr 2009

Funds Management and Advisory The mandate was to transform a business losing $30M in profit per annum and turnaround the fledging business which had halved its assets to $11B. Transformed and re-structured the Distribution, Product, and Marketing team from virtually the ground up; by re-designing and implementing the strategy increasing assets from $11B to $34B in 3 years by focussing 3 on Equites, Credit, and Alternatives in the HNW, UHNW, family office and institutional space. Responsible for $115M in revenue-generating an NPAT of $56M.

General Manager, Head of Australian Distribution, Advance Asset Management, Margin Lending and Online Trading

  •  St. George Bank Limited
  •  Jun 2001 - Jun 2006

Banking, Equity Trading, Asset and Wealth Management | Part of Westpac one of Australia’s largest banks The mandate was to transform three businesses; 1) Resurrect Margin Lending which had reduced from $2B in assets to $200M, 2) Resurrect Advance Asset Management which had reduced assets from $10B to $6B and 3) Re-invigorate Directshares online trading platform which was not making a profit. Transformed the Distribution, Customer Service, and Technical service teams by re-designing and implementing the strategy increasing assets from combined assets of the businesses from $6.2B to $24B in 5 years. Responsible for $130M in revenue-generating an NPAT of $68M.

Founder

  •  AFII
  •  Aug 1992 - Dec 2000

Private Wealth Practice to HNWI’s generating $3.6M in revenue. Sold the business in 2000.

Education

Master in Business Administration

  •  Sydney Business School, Wollongong University

Master in Business Coaching

  •  Sydney Business School, Wollongong University

Diploma of Financial Planning

This website uses cookies to ensure you get the best experience on our website. Please read our Cookie Policy