About Me

Rey’s career in financial services commenced in 2008 and he has extensive experience providing advice to medical and high net worth clients across wealth creation, asset structuring, investments and tax strategies.

Having held senior roles with two of Australia’s largest private banking advisory firms, with the specific responsibility of delivering investment solutions, Rey has an extensive background in managing the often complex needs of medical and professional specialists.

Rey has a strong technical background and has presented product analysis and recommendations to board and executive levels. 

Rey holds a Graduate Diploma of Financial Planning, Masters Degree in Financial Planning and is a member of the Financial Planning Association