Associate Adviser/BD Manager
Guy’s role as an associate adviser is to support new and existing client’s of Financial Framework. Guy primarily works with clients of Tim and Dan but may also assist other advisers where required.
Guy has previously been a Financial Adviser with his own clients. This depth of experience and knowledge provides an excellent sounding board for our clients, who can always access an expert to answer their many financial quandaries.
Guy has been part of the Financial Services industry since 2000. He has completed his Certificate IV (Financial Planning) in 2004 and Diploma of Financial Services (Financial Planning) in 2008. With around 20 years in the Investment and Finance Sector, he has a wealth of experience and has participated in many facets of the financial advice arena.
As a business development manager, Guy also works closely with some of our corporate and group clients. He also works with parties interested in seeking expert financial advice to support their own clients (e.g mortgage brokers, accountants, lawyers and other small and medium businesses).
Guy still plays rugby at a social level and enjoys going surfing from time to time. Guy supports and participates with local charities in his free time.
My main focus in life is to enjoy it and maintain a sense of humour. I like to get to know clients and help them meet their goals and make the most of the opportunities that they have.