About Me

Before starting at Owen Partners in 2020, I was a Managing Partner for a financial planning practice in Melbourne. Professionally, I have over 20 years of experience in providing holistic client strategies and am recognized as one of the leading advocates of the Values-Based Advice philosophy in the Australian Financial Planning industry. As well as holding the internationally recognised Certified Financial Planner™ qualification from the Financial Planning Association of Australia, I also hold an Honors Degree in Mathematics and a Diploma in Accounting. Drawing experience from my career in both Australia and the UK, I believe in practicing Values-Based Financial Planning. My aim is to help clients get their entire financial house in order, so they can concentrate on more meaningful pursuits rather than worrying about their finances. I also have extensive knowledge in business consulting, goal setting, planning and assisting SMEs in their growth phrase.Outside of work, I have been on leadership teams such as Little Athletics (VIC) and BNI, both as the Treasurer and Vice President. I have been a mentor to many advisers over the years, helping to shape the future of our industry is greatly satisfying as a senior planner. In my leisure time I enjoy playing tennis, golf and watching Rugby Union being of Welsh heritage. My most enjoyable past time undeniably would be spending time with my wife and three children.