I have been in the Financial Services area since 1978, and I still find it to be full of challenges with constant change.
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.
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 am very lucky to be brought into my clients’ world and to learn what is important to them. Working with them to help protect what they have accumulated or build for the future is very rewarding.
Helping my clients have peace of mind and understanding of their financial situation and make good financial decisions is an important part of my role.
Interests
Sport, technology, skiing, travel, and my family
Main services
Financial advice, implementation, management support
Education
CPA
CFP
B.Bus (Accountancy)
Certificate of Super Management
Diploma of Financial Planning