About Me

Rhys' position as an adviser allows him the opportunity to assist clients with their goals and help improve their financial situation. With over 19 years of industry experience, he continues to enjoy helping clients through challenging and exciting times in their lives.He and his wife (Katie) and their 4 boys (aged 10 and under), enjoy experiencing all that is on offer in Newcastle and wider region.He has achieved CFP® (Certified Financial Planner) status, has an ADFP (Advanced Diploma of Financial Planning) and holds specialist accreditation to provide SMSF, shares and gearing advice. He also holds memberships with ACFA and FAAA (previously FPA)