About Me

Warner has more than 16 years’ experience in the finance and investment industry. He also speaks fluent Cantonese and provides advice to Chinese speaking clients.Warner holds a Masters of Applied Finance and Bachelor of Finance, as well as being a Self-Managed Super Fund Specialist (SSA) and is a Certified Financial Planner (CFP) professional with the Financial Planning Association of Australia.Warner is a senior adviser to the privately-owned businesses and individual clients of Apt Wealth Partners. He seeks to ensure that clients’ financial strategies empower them to make decisions and bring more certainty to enrich their lives.In his spare time, Warner enjoys being active playing soccer, tennis and attending F45 classes with his partner, Helena. He also volunteers his time with the Cancer Council providing financial literacy advice with cancer patients and is also the Treasurer of the Gladesville Ravens Sports Club.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Apt Wealth Partners Pty Ltd
CERTIFIED FINANCIAL PLANNER®