Our experienced team will be with you every step of the way.
Meet the team.
Cashflow It Group
Cashflow It Group is a commercial equipment finance company that is committed to offering flexible finance solutions to small business in Australia.
We assist business owners with funding for new store fitouts, store refurbishments, store re-sales, new or used equipment purchases, motor vehicles and upgrades including national equipment roll outs. With a particular focus on franchise, fitness, accommodation and pharmacy sectors we strive to build a long-term relationship with our clients and help build their business at each stage of their life-cycle.
Our products and services are specifically designed for small business owners and allow clients to either start a new business, buy an existing business or improve their current business without having to part with their hard earned capital.
We are the proud winners of the Franchise Council of Australia Excellence in Franchising ‘Supplier of the Year’ Award in 2019.
Founder and Managing Director
Seeing a gap in the market, James founded Cashflow It in February 2014 after garnering financial services experience with a publicly listed company where he developed a successful division within the group.
It is James’ experience as a franchisee, however, that ensures Cashflow It meets its customers needs better than any other equipment finance company in Australia. Spending almost a decade as a successful multi-unit franchisee for companies including Boost Juice, Dreamy Donuts and other independently owned businesses, James has extensive franchising and small business experience, and has an acute understanding of Cashflow It customers’ requirements.
James holds a Bachelor of Business, majoring in Management and Accounting from Queensland University of Technology. He is an internationally recognised Certified Franchise Executive (CFE) and a Frandata Registered Franchise Lending Specialist.
Chief Executive Officer
Phil joined the business in 2020 with over 20 years’ experience in the finance industry across Australia and New Zealand. Phil’s expertise covers all aspects of commercial lending, as well as M&A work within the financial services sector.
A former chair of the Equipment Finance Council for the Australian Finance Industry Association, Phil has helped to build and manage finance companies for private equity investors, banks and ASX listed companies.
National Sales Manager and Director
Dan heads the Sales and Marketing teams for Cashflow It, implementing strategic plans to ensure continued growth of the business and innovation in the company’s services and offering.
With six years experience in the finance sector, Dan has worked with many of Australia’s top franchise systems, assisting both franchisees and franchisors with their funding requirements. He has previously managed divisions for other publically listed finance companies as well as national supply chain companies.
Prior to working in the finance industry, Dan owned and operated a medical supplies business and an import/export company, providing him with first-hand experience of the challenges small business face and the role that funding can play in overcoming these challenges. Dan holds a Diploma of Business Management and is a Frandata Registered Franchise Lending Specialist.
Business Development Manager
In his role as Business Development Manager, Chris utilises his years of experience in both the finance and franchise industry. Chris’ experience in finance started with his first job with Westpac bank. From there he moved onto a sales position in the automotive industry, where his talents in finance were recognized and he was granted a position as a Finance and Insurance Broker.
As well as this, Chris has a unique insight into the franchise industry due to his time as a multi-unit franchise owner with Books and Gifts Direct. This experience helps him understand the needs of small business owners, allowing him to better service his clients. Chris has also had experience on the franchisor side, moving on to lead Books and Gifts Direct’s New Zealand operations.
Most recently, Chris worked as the Regional Vice President for United Franchise Group across QLD and the NT, this role saw him overseeing the performance of 6 brands.
Business Development Manager
Leigh brings a wealth of experience to his role as a Business Development Manager at Cashflow It. Operating out of the Melbourne Offices, he offers a unique viewpoint from his most recent role as a franchisee with Aussie Farmers Direct.
As well as this, he has over a decade of experience in sales and business development management, from a range of companies including Choice Hotels and Sportsnet.
With a focus on delivering the best service experience to his clients, Leigh brings with him real world experience from within the franchise industry and a drive to help franchisees achieve their goals.
In her role as Marketing Coordinator for the Cashflow It Group, Kaitlyn takes the lead on marketing activities across all divisions of the company. She brings to her role a passion for connecting consumers and companies, along with the experience she gained through studying a Bachelor of Business majoring in Marketing and Event Management at Griffith University. Kaitlyn continues to further her knowledge in the field, currently undertaking a Masters of Marketing.
Approval Centre Manager
Natasha is a core team member of the Cashflow It Group, and as manager of the Approval Center Team she is the front line of communications with our clients. Natasha brings with her a wealth of experience including that gained from her role as executive secretary to the CEO of Romano Signs in South Africa, and most recently as PA to the National Manager of the Craig Mostyn Group. Natasha also has a unique understanding of the challenges faced by our franchise clients, as she owned her own Kitchen Emporium franchise whilst living in South Africa. She is also furthering her knowledge, currently undertaking a Certificate 4 in Leadership and Management.
Marie is a key member of the Approval Centre team and brings to her role 30 years of experience in consumer and commercial lending, as well as being an experienced financial consultant. Working closely with the sales team, Marie is committed to delivering excellent customer service to each of her clients. In her role with Cashflow It Group, Marie draws upon her knowledge learnt in previous roles and through various training courses in Finance, Insurance and Superannuation.
Christina brings to her role over 10 years experience in the Credit sector, where she has devoted her time and energy to the IT and Agricultural industry. In her most recent role as Senior Credit Controller at Data#3 Ltd she was responsible for the management of the Key Strategic Accounts. After 7 years with the business, Christina was seeking a career change and found an opportunity with the Cashflow It Group. She will be working closely with the sales team as a Sales Support Officer, and is committed to delivering the highest quality service to her clients. Christina holds a Bachelor of Business Majoring in Human Resource Management & Workplace Mental Health & Counselling.