Gerard has significant experience in Business Management and Financial Control including extensive knowledge of business strategy, systems implementation, budgeting, financial modelling, cash flow management, contracts management, corporate governance and reporting, Gerard’s work history has encompassed tax agent, commercial real estate, farming, agricultural products exporting, investment portfolio management, trustee of a deceased estate, mining services, several company directorships and company secretary. Through this experience Gerard has built up extensive knowledge of what works and what doesn’t work in business or the not for profit sector, where the opportunities lie but also the dangers. Gerard has a strong sense of intuition and knows that an apparent good plan can come unstuck with the wrong funding structure, the wrong people or wrong systems in place. Gerard has worked with great business people and picked up invaluable advice along the way. His favourite and the one he uses at every opportunity is:
The Five W’s.
- What is going right.
- What is not going right.
- What’s missing.
- What needs to change.
- What Resources do we need.
Gerard has for the past 15 years being treasurer of his local St Vincent de Paul Conference and treasurer for the past 2 years of his local Rotary club. Gerard served on the St Vincent de Paul Society Investment Committee (Qld) for 6 years during that time Gerard and another member drew up an investment policy that was accepted at both State and National level.
Gerard completed a Bachelor of Commerce part-time and went on to complete the exams to become a Certified Practising Accountant (CPA). Gerard loves learning and acquiring useful knowledge. Gerard undertakes numerous courses and attends seminars, both online and offline and is currently completing a Double Diploma in Project Management and Leadership and Management through the Australian Institute of Management (AIM). Gerard believes this extra study combined with his considerable business and finance experience will equip him with additional tools to add value to our grant and tender writing clients. Gerard is excited about the challenge to assist organisations, both profit and not for profit throughout the country, be a better version of themselves and be able to assist with at least the last of the 5 W’s. We are excited to have Gerard joining our team.