About Me

I’ve been working in financial services since 1990 and advising clients since 1995, so I’ve seen a lot of different markets and cycles over the years.
As the owner of Petrus Private Wealth, I work one-on-one with my clients to build long-term relationships and provide straightforward, personalised advice. My goal is to help people feel more confident about their financial position — knowing they have a clear plan in place to protect and grow their wealth.
I’m a Certified Financial Planner (CFP) and qualified Wealth Adviser, and I work across a range of investments including direct shares, ETFs, REITs, listed fixed interest (such as hybrids), and boutique managed funds. I advise individuals, self-managed super funds, and companies, tailoring strategies to suit each client’s circumstances and goals.
Because I run my own practice, my advice is independent and focused entirely on what’s right for my clients.

Areas of Focus

  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
CERTIFIED FINANCIAL PLANNER®