12 August, 2019 / IN
16 years experience working in the wealth advisory industry for global asset managers, wealth advice firms and broking houses in Australia and the UK. Eight of these years includes working as a wealth advisor in Newcastle.
Bachelor of Commerce, Graduate Certificate in Applied Finance, Graduate Diploma of Financial Planning, Master of Applied Finance, Member of Financial Planning Association of Australia, Associate Member of CPA Australia.
Providing holistic wealth advice involving retirement planning, defined benefit advice and superannuation advice.
GETS A BUZZ FROM
Spending time understanding the complex issues that my clients face and working with them to formulate strategies to solve these issues, therefore allowing them to achieve their desired goals.
AT WEEKENDS YOU MAY FIND HIM
Spending time with my wife and two young children, enjoying a quiet beer at the local bowling club or a coffee at the cafes around Georgetown.