01 Professional Summary

Partnerships and business development professional with 14+ years across financial services, building relationships with senior stakeholders, global partners and clients. Proven record supporting BDM sales pipelines, making outbound calls to open new conversations, and coordinating partner events and roadshows, with every event reaching full capacity. Currently leads brand partnerships and event planning for a Dubai sports and lifestyle community brand and has founded a digital business designing websites, with hands-on experience in brand, social content and digital. Commercially minded, with a track record of taking ideas from first conversation through to delivery.

02 Core Competencies
▪ Brand Partnerships & Sponsorship
▪ Event Planning & Activations
▪ Brand Development & Social Content
▪ Website Design & Digital Marketing
▪ Business Development & Client Outreach
▪ Sales Support & Pipeline Management
▪ Fund Manager Roadshows & Events
▪ Stakeholder & Relationship Management
▪ Institutional & Private Wealth Servicing
▪ Salesforce & CRM Management
▪ Fund Operations & Compliance
▪ ESG & Responsible Investment
03 Professional Experience
Digital by Shirley | Melbourne
May 2026 – Present
Founder
  • Lead brand partnerships and event planning for the launch of a Dubai sports and lifestyle community brand, sourcing and approaching brands for sponsorship, product and activation partnerships.
  • Developed the brand presence for the launch, including the key visual, print banners, invitations and an Instagram content calendar promoting upcoming community events, building awareness and demand with the target audience.
  • Manage the event budget, ticket pricing and supplier coordination, working directly with the founder to shape ideas into plans and see them through to delivery.
  • Founded a digital services business with the capability to design, build and launch websites end to end, covering brand identity, bilingual English and Chinese content, search optimisation, domain and hosting setup, and ongoing maintenance, demonstrated through concept websites for hospitality businesses.
Channel Capital | Melbourne
Oct 2024 – Present
Business Development Associate
  • Support two Business Development Managers across the full client cycle, scheduling meetings, coordinating regional roadshow diaries and making outbound prospecting calls to book new meetings.
  • Build attendance for partner events, webinars and in-person functions, with every coordinated event reaching full capacity.
  • Partner with marketing on the full event logistics cycle, including venue sourcing, catering, registration and on-the-day coordination.
  • Manage data requests and questionnaires from platforms, research houses and private-wealth teams, delivering accurate responses on time.
  • Run monthly CRM campaign emails to investment managers with the Head of Digital Marketing.
  • Act as a key point of contact for client queries, coordinating with Client Services and Performance through to resolution.
Aviva Investors | Melbourne
Apr 2019 – Jul 2024
Sales Support Manager & ESG Investment Specialist (progressed through three roles)
  • Supported the ANZ distribution team on implementation of the broader distribution strategy, attending institutional prospect and client meetings with the Head of Institutional Sales and preparing agendas and presentations.
  • Managed the Salesforce sales pipeline and generated sales and marketing reports, contributing to increased sales efficiency.
  • Managed key service-provider relationships including the Administrator, custodian, unit registry and Trustee of the funds.
  • Owned all logistics for fund manager roadshows and conferences, achieving high satisfaction from fund managers and conference providers.
  • Served as primary contact for research-firm data and RFP requests, and developed pitching and marketing collateral with global teams.
  • Oversaw client onboarding and administration, fielding day-to-day institutional client and prospect requests.
  • Partnered with the London ESG team and Sustainable Finance team, including a submission to the Australian Government's sustainable finance strategy consultation.
Rabobank | Melbourne / Sydney
Oct 2015 – Mar 2019
Financial Market Services / Wholesale Operations Officer
  • Partnered with the Front Office trading desk to manage FX, Derivatives, Money Market and Commodity transactions, ensuring timely settlements and payments.
  • Drove process improvements and automation changes with support teams, and analysed client needs to propose service-enhancing solutions.
  • Distributed confirmations and managed reporting per AFMA conventions; investigated and resolved Nostro breaks within one business day.
Investec Bank | Sydney (acquired by BOQ Specialist Bank)
Mar 2012 – Oct 2015
Senior Treasury Operations Officer
  • Supervised and trained team members and authorised all overnight designated and third-party payments accurately and on time.
  • Processed SWIFT payments within risk procedures, and reconciled bank account movements against intra-day and overnight limits.
  • Established client transactional accounts and ensured AML compliance, liaising with front office to minimise client-impacting errors.
04 Key Achievements
100%Every partner event, webinar and function coordinated reached full capacity.
PipelineManaged Salesforce pipeline tracking and prepared detailed file notes after meetings, enabling the Head of Institutional Sales to focus on selling.
PlatformsStrengthened platform relationships across Netwealth, Macquarie Wrap and CFS First Wrap.
LaunchManaged stakeholder relationships for the successful launch of the Climate Transition Global Equity Fund, ensuring deadlines were met.
~$15KAutomated manual transfers in partnership with Calastone, saving approximately $15,000 annually while improving accuracy and efficiency.
FundsActed as the key contact for the Trustee, Custodian and Administrator of registered funds, freeing distribution colleagues to focus on business development and sales.
RecordsTransitioned company archives from physical storage to a fully online system, improving accessibility and document-management efficiency.
05 Education & Certifications
Education
University of New South Wales
Bachelor of Commerce, Accounting & Finance
2012
Swinburne University of Technology
Graduate Diploma in Psychology
In progress
Certifications
RG146 Tier II Accreditation · 2011
Kaplan Professional
Sustainable Finance · 2024
Cambridge Institute of Sustainability Leadership
Applied Responsible Investment · 2024
PRI Academy
Investing in ESG · 2024
CFA Institute
06 Languages

Cantonese and Mandarin (conversational)

07 References

References available upon request.