About Me

Present:
- senior financial adviser, Australian Investment Professionals Pty Ltd, Corporate Authorised Representative No. 1261199, Interprac Financial Planning Pty Ltd, AFSL # 246638
- currently acting corporate adviser to two (2) USA – based tech/.com startups prior to their NASDAQ listing.
- registered tax financial adviser
- providing specialized holistic financial services under fee retainers to small client base of both wholesale, sophisticated, family office and retail clients situated throughout Australasia.

Areas of expertise and experience:
- decades providing comprehensive retirement, investment, risk and estate planning advice to diverse client base.
Note: no litigations, professional indemnity claims etc
- specialist SMSF adviser including fund establishment, property leveraging and limited borrowing arrangements, trustee training etc
- salary packaging/executive remuneration planning (consultancy & implementation to Government and large corporates)
- knowledge and expertise in investment, insurance and property industries
- experience in business planning and establishment of corporate structures
- finance structuring and broking
- direct property development and gearing; previous ownership of real estate agency
- knowledge and expertise in the occupational union/industry superannuation space
- experience and expertise in equity and venture capital financing gained from the early 1990’s acting as a corporate adviser for the ASX Enterprise Market (ASXEM), working and advising dotcom/tech startup businesses to achieve listing on the ASXEM, commercialisation of their product and services and eventual equity raising. Have been the founding director of my own dotcom startup, shopalive.com.
- compliance and audit management and establishment of AFSLs
- experienced trainer of financial planners, paraplanners, finance brokers and real estate agents
- well developed client interpersonal soft skills and client/adviser relationship building



Specific Financial Product knowledge & experience:
 Deposit Products;
 Managed Investment Schemes including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts;
 WRAPs, master trusts, managed models/accounts, managed discretionary accounts, independently managed accounts etc
 Share Market Investments (direct shares, ETFs, derivatives etc);
 Tax Effective Investments;
 Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self Managed Superannuation Funds;
 Retirement Planning including pension, aged care and estate planning;
 Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance;
 Margin Lending
 Personal, business and commercial finance