Bio
Private Client and Wealth advice for high-net-worth individuals and families, helping them achieve their long-term financial objectives in superannuation, succession planning and investment.
I work in Private Wealth and provide strategic, tailored advice to high-net-worth individuals, helping them achieve their long-term financial goals and objectives.
I began my career in a chartered accounting firm before transitioning into private wealth advice. Over my career, I have developed a strong reputation for strategic, tailored advice.
One of my strengths is translating complex financial concepts into practical, easy-to-understand advice. My approach is highly consultative and structure-first. I invest the time to understand the unique circumstances, aspirations and goals of each client before developing a strategy and investment portfolio to meet them. Effective wealth management extends beyond investment advice. As you progress through different stages of life, your financial needs evolve and often call for expertise across multiple disciplines. I work collaboratively with experts in Accounting and Estate Planning to keep every aspect of your financial goals aligned.
Outside of work, I enjoy spending quality time with my two soccer-playing kids, I am a keen gardener, and I follow the Tigers in the AFL.
Qualifications, memberships and credentials
- Bachelor of Business (Accounting)
- Certified Financial Planner (CFP)
- Authorised Representative (AR 432483)
- SMSF Association (Specialist Adviser)
- CFP, FAAA