EXPERIENCE
37 years’ experience working in the wealth advisory industry for global asset managers, wealth advice firms and broking houses in Australia.

KEY QUALIFICATIONS
Diploma of Insurance and Finance ‘Australian and New Zealand Insurance Institute’; Diploma of Financial Planning ‘Deakin University’; Certificate of Financial Planning ‘Financial Planning Association of Australia’.

SPECIALISES IN
Fund and Investment Asset analysis.

GETS A BUZZ FROM
Dissecting investment and investment funds, building knowledge on how each fit into modern and progressive investment portfolios.

AT WEEKENDS YOU MAY FIND HIM
At Charlestown golf course, building his home barista skills, pulling the perfect espresso shot or enjoying a drop or two of his favourite red wine with family and friends.