●TIMOTHY

BRIAN LEA

I empower businesses and individuals to identify their values, mission and what money means to them. My goal is to be a global agent of empowerment and resource for young professionals & businesses, guiding them on how to maximise their impact and live a life not limited by money.

Head of Operations & Advice Associate Pivot Wealth

Former Commercial Analyst at Roadshow Films

  • Masters of Financial Planning (2021)
  • B. Com (Economics, Business & Tax Law, 2018)

      Head of Operations

      Pivot Wealth / December 2021 - Present / Sydney, NSW

      "Why can't we automate it?" I look at processes and strip them back, firstly asking "Why are we doing" this and then "why can't we automate it". Three months of doing this and I have re-engineered Pivot Wealth's tech stack, saving in excess of $25k pa in subscription expenses, reduced labour hours for repeated tasks and ultimately freed up the team to be working on high value, revenue-generating tasks.

      Associate Adviser

      Pivot Wealth / August 2021 - December 2021 / Sydney, NSW

      Helping people live a life not limited by money. Complexity gets me up in the morning; I specialise in working with high net worth/high income earning clients (particularly in the tech industry) and entrepreneurs/business owners who refuse to settle for ordinary.

      Financial Adviser Associate

      EK Financial Group / April 2021 - August 2021 / Melbourne, Victoria

      Empowering young families and retirees to maximise their financial wellbeing

      Commercial Analyst

      Roadshow Films / Feb 2019 - June 2020 / Melbourne

      Manager of the Commercial Analysis portfolio

      Sales and Distribution Intern

      IBM / Dec 2015 - Jan 2017 / Melbourne

      Demonstrated IBM’s catalogue of services and Solution offerings to clients across the Retail, Automotive and Telecommunications industries.

      Manager

      Village Cinemas / Sep 2014 - Feb 2019 / Melbourne

      Responsible for site maintenance and managing business operations. Benchmarking operational requirements against multiple KPI's and forecasting Labour and Inventory based on admission projections.

      Financial Analyst

      Worrells Solvency and Forensic Accountants / Jan 2018 - Mar 2018 / Melbourne

      Responsible for drafting statutory documents relevant to a number of Solvency regimes.

      Want to see my full resume?  Get in touch.