About Me

Founder & CEO, Centaur Financial Services | Financial Services Business Leader & Industry Commentator | CFP® | IFA Investment Adviser of the Year | Barron’s Top Adviser

Even people who've done everything "right" still worry. About running out of money. About making the wrong call. About whether their kids and grandkids will be okay.

Building a financial planning firm that helps remove that anxiety is why I started Centaur. Leading it well is what I focus on now.

My role centres on setting strategy, chairing our investment committee, supporting the advisory team, and strengthening the standards, culture and technical capability that that underpin trusted advice.

Early in my career, I worked closely with Noel Whittaker during the Global Financial Crisis. Markets were falling, clients were anxious, and I saw firsthand what it meant to be the calm voice in the room. That experience has stayed with me. It still influences how I lead, particularly in periods of uncertainty.

Over time, Centaur has grown in scale, capability, and complexity. Our services have evolved, our team has expanded, and our governance frameworks have matured. What has never changed is the central importance of relationships.

Many of the families who placed their trust in us in the early years are still with Centaur today, and we now advise their children, and in some cases, their grandchildren. Seeing the long-term impact of good advice across generations is one of the most rewarding aspects of my career.

I've been fortunate to receive industry recognition along the way, including Barron's Top 100 Adviser, IFA Investment Adviser of the Year, and eight consecutive years on the FS Power 50 - credentials that continue to inform my leadership, governance, and commentary on the profession.

I regularly share my perspectives on investing, retirement and intergenerational wealth through media and public forums, including appearances on The Australian’s Money Puzzle podcast and contributions to Money Magazine, the Australian Financial Review, and The New Daily.

At Centaur, we see retirement differently. It's not a finish line. It's the point where choices become yours. And being rich isn't just about the numbers. It's about meaning, shared experiences and living fully without second-guessing every decision.

Learn more at centaurfinancial.com.au