Qualified financial planner since 2003 but joined Lambourne way back in 1994.
Diploma of Financial Planning, Member of Financial Planning Association of Australia, Accredited SMSF Advisor, Member of Chartered Accountants Australia & New Zealand, Bachelor of Commerce.
Senior financial planning – especially with superannuation & SMSFs.
GETS A BUZZ FROM
Building trusted relationships with clients & helping them improve their circumstances & their outcomes as they work towards their goals.
AT WEEKENDS YOU MAY FIND HIM
Taxiing around my four sons and, in quieter moments, getting to the beach for a spot of fishing & swimming or going bush for the weekend.