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.
Blueleaf Consulting Pty Ltd ABN 99 150 176 677 is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749 an Australian Financial Services Licensee, Registered office at 105 – 153 Miller Street North Sydney NSW 2060. The product/services offered by Blueleaf Mortgage Solutions and Blueleaf Tax Advice are not authorised by GWM Adviser Services Limited and GWM Adviser Services Limited are not responsible for the products/services provided by Blueleaf Mortgage Solutions or Blueleaf Tax Advice. Blueleaf Mortgage Solutions Pty Ltd ABN 85 150 009 242 is a Credit Representative of BLSSA Pty Ltd ACN 117 651 760, Level 10, 101 Collins St Melbourne VIC 3000.