About Me

I have been a financial adviser for over 10 years and have a passion for working in close collaboration with people to understand their specific financial and lifestyle goals and needs, establishing a long-term strategy to help them achieve a strong sense of freedom, confidence and control in relation to their finances.
Having seen my father establish and build a successful accountancy/consulting business over many decades, I have a deep understanding of what it takes to forge meaningful long term and financially successful relationships with clients and the professional satisfaction that comes from making a tangible difference in people’s lives.
My expertise lies in pre- and post-retirement strategies, complex investment strategies, wealth protection and estate planning. I deal with a wide range of clients, from people starting their careers and looking to build wealth, to people who are looking to achieve financial freedom throughout retirement. My approach to advice is all about providing support and guidance to my clients on their journey through the various life stages, ensuring they remain in control of their financial future and can make educated and informed decisions to best meet their long-term lifestyle goals.
I’m at home working with complex financial scenarios like SMSF’s, family trusts and intergenerational wealth transfer and have had the privilege of working with a mix of high-net-worth families, small business owners and professionals.
I pride myself on my technical proficiency which is key to providing the best possible advice and guidance. My academic qualifications include a Masters of Applied Finance from Macquarie University, a Bachelor of Commerce (Finance & Economics) from the University of Sydney, in addition to a Diploma of Financial Planning.
Prior to working in finance, I worked in the music industry establishing a career as a performer on the international stage. This experience helped me develop excellent interpersonal skills, especially when detailing the pros and cons of various investment and retirement planning strategies. I enjoy nothing more than seeing my clients’ financial goals come to fruition.
Outside of work I enjoy being in nature, playing soccer and continuing to write and record music. But my real joy comes from spending quality time with my wife and two amazing sons on the Northern Beaches of Sydney.
My experience, keen intelligence, compassion and deep personal commitment to my clients are qualities that make me well suited to the financial advice profession. I take great pleasure in sharing my knowledge to enable my clients to reach their goals and realise their financial potential.