About Me

I am a country boy at heart, which is one of the values I hold true when I work collaboratively with clients – non-judgemental, personable, honest and caring.

I am passionate in helping professionals and families take responsibility and control over their future through smart financial strategies, better money habits and access to other professional resources.

As a wealth strategist, I have worked in the financial services industry for over 20 years in a career that has seen me gain invaluable experience and exposure to both large and small boutique financial planning firms, working closely with many respected planners who have helped mould me as a trusted, proven professional. As a result of this, I was awarded the 2014 Victorian AFP FPA Planner of the Year.