About Me

I am a Melbourne based financial adviser with more than 20 years' experience helping individuals, families, not-for-profits and charitable foundations in Australia and the US achieve their wealth management needs. I have extensive experience that includes strategic financial planning advice, investment and superannuation advice, customised portfolio construction, portfolio management, investment policy development and philanthropy.

Today a growing number of individuals, families and organisations are seeking to align their investments with their values while meeting financial goals. There is now a substantial body of evidence that demonstrates this can be achieved without sacrificing investment returns. I am able to draw on my expertise in both mainstream and ethical and sustainable investing to deliver competitive investment returns for my clients.