About Me

Having started as a Financial Adviser in London in 1988, I fulfilled a life long goal to migrate to the beautiful South West of WA in 2006. I sold my company in London and migrated that November. I spent almost 14 years as the Financial Adviser for Westpac Busselton, Margaret River, Dunsborough and Manjimup. Building lifetime lasting relationships with the Banks customers. In July 2019 Westpac ceased to offer financial advice and sold their advice business to Viridian. I decided to leave Viridian in December 2021.I still service all the South West I continue to care for my existing clients helping them navigate through their financial lives to achieve their goals and required lifestyle.I am passionate about listening to what people want to achieve and why they want to achieve it and then helping them get there in a way they can understand. My new clients are mainly referred to me from existing clients .