10 October, 2018 / IN
In financial planning since 2006 – worked for local & national advisory firms in senior financial planning & strategic account management. At Lambourne since 2016.
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.
Providing holistic financial advice, particularly involving retirement planning, asset protection & compensation management.
GETS A BUZZ FROM
Thoroughly understanding client aspirations in order to provide strategic advice that will assist them in achieving their lifestyle & financial goals.
AT WEEKENDS YOU MAY FIND HIM
Playing with my son in our backyard, racing my bike at Kooragang Island or enjoying a cold beer with family and friends.