EXPERIENCE
Working in Financial Planning for over 16 years and responsible for the strategic growth of Lambourne Partners Wealth for the past six years.
KEY QUALIFICATIONS
Advanced Diploma of Financial Planning, Member of Financial Planning Association of Australia, Accredited SMSF Advisor, ASX Responsible Executive, Justice of the Peace, Master’s Degree in Business.
SPECIALISES IN
Leading a team of advisors to achieve client goals and providing holistic financial advice, particularly involving retirement planning, asset protection and compensation management.
GETS A BUZZ FROM
Implementation of strategy for business and client growth, mentoring and leading a team to success, and thoroughly understanding client aspirations in order to provide strategic advice that will assist them in achieving their lifestyle and financial goals.
AT WEEKENDS YOU MAY FIND HIM
Spending time with family, racing his bike at Kooragang Island, or enjoying a cold beer with family and friends.