About Me

I am a Certified Financial Planner (CFP), practitioner member of the Financial Planning Association, and holds a Bachelor of Arts from Latrobe University and Graduate Diploma in Financial Planning. Outside of my local studies, I have also completed an Executive Education Strategic Leadership program at Stanford University Graduate School of Business.
Prior to joining Acorn Wealth in 2021, I was director and adviser within my own business Vertex Group, co-founded in 2002. Before this I ran my own financial planning practice established in 1996 which later operated as part of Vertex Group. My early experience in financial services started in 1987 with National Mutual in their Corporate Superannuation division, both in head office and their Victorian Branch, followed by 6 years at GIO Australia as a Financial Planner.
I am married with 3 children and enjoy a hit of golf when I get the chance.


Description
Provide high quality, tailored client advice in the areas of Superannuation, Investment and Life & Income Insurance.

Financial advice to enable you to grow, protect and enjoy your wealth.