About Me

Courtenay values the importance of building lasting client relationships through great advice. With over 17 years of experience in financial advisory, spanning roles as an advisor, leader, and business owner, he is passionate about helping individuals and families gain clarity, confidence, and a sense of direction with their finances.

Courtenay focuses on financial education and personalised strategies that align with client’s unique circumstances, lifestyle, and long-term goals. His advice is practical, purposeful, and tailored, turning goals into action plans that support better financial outcomes, so they can live their best lives leading into and during retirement.

Outside of work, Courtenay enjoys travelling with his family, going to the football, golfing, and spending time with friends and loved ones.

Qualifications and Professional Memberships:
• Bachelor of Business (Financial Planning)
• Diploma of Financial Services (Financial Planning)
• Advanced Diploma of Business (Accounting)
• Certified Financial Planner (CFP®)
• FAAA Aged Care Specialist™