CFP, CPA, B Bus (Acc), CSM, Dip FP, C Dec Proprietor
Bringing my client’s ideas and strategies to life with and applying the financial challenges they will encounter is one of the things I love doing as a financial adviser. I have been in the Financial Services area since 1978, and I still find it to be full of challenges with constant change.
The range of experience I can bring matters to my clients when they are looking for help. I have worked in the administration side of superannuation, as a trainer in the superannuation industry and adviser to corporations on superannuation. I have spent time in the accounting industry and in the professional trustee and estate administration sector.
I started within the Financial Services industry in 1991, working my way from being a Trainee, through many roles, to the Assistant Manager of a local bank. I started as a Financial Planner in 1998 and again worked my way up to working with one of Australia’s big Banks, high net worth Clients. I started my own Financial Planning practice in 2006 and sold that in 2010.
I worked for a number of years in the not for profit sector, working in various management roles. I then went on to run a Digital Marketing Business and a Farming enterprise.
I opted to come back to the industry that I’d really enjoyed working within for most of my working life, coming back to Financial Planning in 2018, starting with RI at the beginning of 2019.
Our Office is based in Bribie Island, Queensland.
Our office is part of the RI Advice – RISEQLD group, which has RetireInvest offices in Chermside, Caloundra and Brisbane CBD.