About Me

Raised in regional South Australia, I initially commenced in the finance industry as a Bank Teller after completing high school. I transitioned into Financial Planning after moving to Perth in 2001, before, following my initial role as an Administration assistant specialising in Self-Managed Superannuation Funds, I further developed my knowledge through ongoing education including the Advanced Diploma in Financial Services, as well completing a Bachelor of Business, majoring in Finance. I am currently undertaking a MBA via UniSA.

Along with a variety of advisory and technical roles throughout my career, my experience includes owning and operating my own financial planning practice in Perth and roles in Darwin before relocating to Melbourne. This experience has enabled me to become a proficient Financial Planner with a broad knowledge base in all areas of financial planning, and a keen interest in Wealth Accumulation, Wealth Protection and Retirement Planning.

De-constructing the complex nature of financial planning, and transforming it into a simple, easy to understand approach that enable clients to reach their full financial potential is something that I value, and is at the centre of each and every interaction I have with my clients.

Outside of work, you’ll find me spending time with my wife and kids, searching for new camping locations, and exploring an ever developing interest in photography.