Congratulations to our latest shareholder for the month of May.
Speakers.
Luke Mathers
Curious Habits – Speaker, Author and Mindset Coach
As a Mindset Coach and Author, Luke has helped thousands of people embrace their tribe, contribute with passion, and improve self-awareness. He leaves people with the hope, strategies and motivation to decrease overwhelm, stop burnout and change the habits in their life that need to change.
Transforming an industry is stressful. As one of the original directors of Specsavers Australia, Luke learned first-hand that embracing the stress of disruption is the key to limitless success. By resetting how you look at stress and embracing challenges, Luke takes you and your team from frazzled and overwhelmed to focussed and aligned.
Tim Ford
WLTH
Tim is passionate about working with brokers and businesses that have a desire and ability for scalable growth. He draws on 17 years industry experience working with some of the most dynamic and fastest growing businesses within our industry. Most of the experience is based on observations on the successes and failures ,with an understanding the causes of each.
The session today will be about how to apply those learnings to each business with their own unique requirements, opportunities and challenges – rather than a one size fits all.
Greg Pennells
Chairman
As our superstar Chairman, Greg is good with money and great with people. Purple Circle was his “big idea” and it turned out to be a pretty good one, so a bunch of other people jumped on board too.
Bringing invaluable experience from the financial services industry, he’s keen to offer our members unmatched value and pass on his knowledge. Greg’s successes here include co-founding Choice Home Loans and Choice Aggregation Services as well as Wealth Today, Australia’s largest independent financial planning group.
Chris Meaker
Allium Money
Chris has over 20 years of experience in the finance industry with a focus on lending, business development and sales management.
Prior to joining Brighten, he worked for La Trobe Financial, where he was an executive general manager and head of origination channels. Previously, he worked for Pepper Financial Services Group as state manager and senior business development manager.
Deena Janes
Your Client Matters
As the Director of Your Client Matters my job is to help you build a profitable Financial Services business.
Currently working with Mortgage and Finance brokers, Accountants, Financial Planners, Property Specialists, Conveyancers and Lawyers.
Having sat in the shoes of a client in the financial services arena 20 years ago and passionate about the financial education of everyday Australians, Deena has spent the last 18 years building, developing and improving a client communication and engagement model for businesses in financial services.
Michael Stephens
Director
Purple Circle may have been Greg’s brain-child, but Michael is the one who pulls it all together. With entrepreneurial flair and strong management skills, he brings more than 20 years experience in both the Financial Services and Property industries. Michael has run businesses in multiple countries, and that international experience and perspective is like gold to the leadership team.
Ashlee Atkins
Move Bank
Ashlee is the Broker Relationship Manager at MOVE Bank.
Amir Klicic
Salestrekker
Key Account Manager – currently overseeing and supporting all key partner-aggregator Salestrekker Enterprises.
Involved in all aspects of Salestrekker business development, implementation and onboarding, training and support, as well as team management.
Loves all things Purple!
Frank Paratore
Director
Frank keeps us afloat by overseeing our everyday operations. This strategic thinker has been involved in the Financial Services Industry for nearly 30 years, half of which has been at CEO and General Management levels (that’s pretty high). As an accomplished and motivated Senior Manager, Frank has experience across all facets of distribution, revenue creation and diversification within the aggregation and broader financial services industry.
Backed by a Bachelor of Business Degree with a double major in Marketing and Management and a Diploma of Financial Services in Finance/Mortgage Broking, Frank keeps us and our members fiscally fit.