About Me

I am the founder and Practice Principal of Future Wealth Planners. I have more than 35 years' experience in the financial services industry. In addition to investment markets and portfolio construction, I have developed a sound understanding of superannuation and retirement planning as well as investment markets and portfolio construction design. Although I have been a self-employed financial adviser for most of my 35 years, I have also held roles as an investment adviser and financial planner with the Terrace Counsellors now part of the Plan B Group (a wholly owned subsidiary of IOOF), as well as the Perth office of Moore Stephens Chartered Accountants. I currently chair the Future Wealth Planners Investment Management Committee.