Senior Wealth Advisor
Bachelor of Commerce, Advanced Diploma in Financial Services
Memberships: Financial Planning Association of Australia
“The greatest accomplishment is not in never falling, but in rising again after you fall.”
I am very fortunate to be in a role that provides me with an in-depth knowledge of my client’s lives and this drives me to help them achieve their goals.
Working alongside a team of specialists allows me to offer my clients comprehensive advice – while focussing on my own area of expertise; strategic investment planning. I particularly enjoy helping clients map out their goals and tailoring a strategy and investment solution to help achieve them.
Educating clients and helping them to remain accountable is all part of the service – and in my experience, it’s the provision of regular and structured support as changes take place in legislation, the markets and my client’s lives, that is the key to their success.
I began my career in financial services in 2000 and had experience in large financial institutions before heading up the wealth division of Blueleaf. I value the personal service and expertise our team offers our clients and our positive company culture focused on doing a great job and having fun!
As a father of three young children my spare time is spent with my family. Myself and the boys are loyal (but frustrated) Australian Rugby supporters but hopeful the tide will turn soon. I also enjoy competitive ocean swimming, touch football and spending time with the broader family and our friends.
Gallagher Benefit Services Pty Ltd ABN 49 611 343 803 an Australian Financial Services Licensee (AFSL 488001)