I have been in the financial service industry since 2008 and have been directly managing my client’s affairs since 2010 in both the Financial Planning and Insurance Broking sectors. My qualifications include an Advanced Diploma of Financial Planning and I’m a member of both the Financial Planning Association of Australia AND the Association of Financial Advisers.
The reason the finance industry got my attention was, I believe, as a result of my upbringing. My entire family is made up of teachers; everyone bar me. Although my family live a reasonably comfortable life, they never quite had a grasp on their money. I decided that I would take a different path to following directly in their footsteps and so I took on a role where I could educate people on the power of their money. This naturally placed me in the role of a financial adviser. What this means to you is that, not only will you receive a high level of service, you will also be educated on how make the most of your financial affairs.
My main interest in financial planning is wealth protection and wealth creation. I’ve helped many people from all walks of life with their wealth protection and wealth creation; from doctors to partners of accounting firms to pre-retirees, educators and even young professionals.
So, no matter what stage of life you’re at, I’m excited to help you make a plan!
From investing for the first time, to helping you work towards and enjoy retirement and, eventually, ensuring your estate and legacy are arranged to give you peace of mind. Nothing makes me prouder than seeing my clients gain the confidence to make informed decisions around their finances and achieve their lifelong goals.
Outside of helping my clients, I enjoy spending time with my wife, Hayley and my giant greyhound, Uno. You will find us at the dog park or tending to our little tropical garden in our backyard.
I will be welcoming my first child, a daughter, in the near future and I’m looking forward to the challenge!
I look forward to guiding you along the path to financial confidence and success.