PRINCIPAL

An interest in finance from an early age led me to study Commerce at Macquarie University. Following the completion of my degree, I commenced work at an international bank in their superannuation division. It was during this time I completed a Diploma in Financial Planning. I have since become a Certified Financial Planner and am a member of the Financial Planning Association of Australia.

As a Financial Planner I believe my role is to simplify complex financial matters and to provide my clients with peace of mind. Yet the thing I cherish most about the work I do is the trust my clients place in me. It’s a responsibility I don’t take lightly.

Warren Buffet, CEO Berkshire Hathaway once said, ‘Risk comes from not knowing what you are doing.’ For me it highlights the important role we have to play in educating and empowering our clients to make informed decisions that help them achieve their goals.

Outside of work I enjoy spending time with my beautiful wife Vanessa and daughters Crystal and Bella. With active children a significant part of our family time is spent at sporting events up and down the Qld coast. When I am able, I personally enjoy playing cricket and soccer to keep fit.