From July 2008 until the present, I have been an Authorised Representative of Charter Financial Planning. I have specialised in insurance, rather than in investments and retirement planning.
I also provide IT support at Sylvia Pembroke & Associates.
Starting in March 2009, all of our insurance providers moved to Internet-based services. Today all reports, quotes and policy applications are done "in the cloud" using the insurance providers' online systems.
I use a laptop equipped with a wireless broadband connection and a portable printer. If I can connect to the Internet, I can advise on insurance from virtually any location. I connect to the office in Stirling over a Virtual Private Network.
I became an insurance adviser in August 2007, licensed to Professional Investment Services.
I continued to provide IT support at Sylvia Pembroke & Associates.
From April 2006, I was engaged by Sylvia Pembroke as a paraplanner while I studied for my Diploma in Financial Planning.
I also provided the IT support for this firm, which is involved with accounting, insurance and financial planning.
From May 2002, Hart MacFarlane & Associates Pty Ltd became an Original Equipment Manufacturer. We custom-build personal computers and servers for small businesses. We also provide IT support for small firms in the Adelaide Hills.
I was engaged in late May 1998 by Morgan & Banks to perform an analysis of information technology needed at BDO Nelson Parkhill (SA) and then to prepare an implementation plan for updating their IT infrastructure. I was then engaged to manage the update after it was approved by the partners in July 1998. In May 1999 I was asked to return and manage their computing facilities as an outside consultant.
In October 2000 I joined the firm as an employee and became Director of Information Technology.
In May 2002, BDO restructured the company and ceased providing IT support for its customers. My position was made redundant.
Between 1997 and 2000 I acted as a consultant, working on a number of projects. These included:
In November 1998, I was asked to develop a nationwide virtual private network to link the offices of Home Owners Warranty in each capital city to a central database in Victoria over the Internet. This involved scoping, purchasing and outfitting a large PC-based server running Windows NT 4.0 and SQL Server for the Melbourne office. The database system was developed by a South Australian company.
Cisco routers were installed in each capital city to encrypt the information and to connect each office over the Internet using a virtual private network (VPN). The offices switched from frame relay to VPN connections over the course of six weeks. All transactions are now carried over the public Internet using secure, encrypted transmission.
I was appointed in April 1998 on behalf of Morgan & Banks by the City of Campbelltown to perform an information technology audit and to recommend changes to the Council's IT infrastructure. The Council wished to link all existing facilities by a wide area network, establish a single e-mail system, extend online access to its two existing AS/400 minicomputers to all staff, and to give them access to the AS/400-based financial data from home.
The Council also wished to establish its own World Wide Web site and to give ratepayers online access to the card catalogues in its two libraries. At the same it wished to allow ratepayers to pay some charges electronically and to order library services via a page on their Web site.
After performing an IT audit, I met with their existing suppliers as well as additional companies and prepared a strategic framework document. This included approximate costs and implementation times. This was submitted to the Council in July and was approved. These recommendations represented a considerable long-term expense for this local council.
A week before Christmas 1997 I was engaged by the Anglican Church in South Australia to carry out an information technology audit of their 13 facilities and to recommend new desktop computers and a replacement state-wide network. Anglicare had decided to replace its existing accounting system in early December 1997 and needed to have a new network in place by March 1998 to support it.
I performed an audit in January 1998 and submitted recommendations to Anglicare in February. These recommendations included replacing all network servers with a single wide area network, installing a state-wide e-mail system, implementing a wide-area network backup system with central storage and upgrading virtually all PCs to run Windows 95 and Microsoft Office 97.
All of my recommendations were accepted by the Church in March 1998. Implementation began in April 1998.
In December 1997 I was employed to research and storyboard six online training modules to teach RAAF staff to operate sonar equipment supplied by Thomson Marconi Sonar. I had to learn the basics of oceanography, acoustics, and the physics of wave travel. I then had to prepare training materials that taught operators how to use the sonar equipment in anti-submarine warfare, while not involving mathematics beyond simple algebra. This training material made considerable use of multimedia. It involved techniques developed at Flinders University when I was Director of the Centre for Multimedia Educational Technology.
These storyboards were completed in February 1998 and were delivered to the client on CD-ROM for programming by internal staff. These training materials, which of course are not available to the public, are now in use.
In September 1997 I was engaged through Morgan & Banks to research and write an analysis of Internet services for the Department of Employment, Training and Education. My initial analysis showed that the expected 45,000 students and 10,000 staff who needed to use the Internet for online courses had already overloaded DETE's internal network. I was asked to extend the project to prepare a strategic framework document. This was delivered to DETE in October 1997 and was endorsed in November. In December, DETE's online responsibilities expanded from its initial 56 TAFE campuses and 7 SA government departments to include over 900 area schools across South Australia.
This report included a wide area network showing the interconnections between the 56 campuses and several SA government departments. This diagram was used to predict network bandwidth needs. One of my recommendations was that DETE increase the speed of its Internet access by a factor of four. This was implemented in December 1997.