About Me

I'm a Principal and Wealth Adviser with Capital Partners Private Wealth Advisers, having been with the firm since 2004.

As a privately-owned financial advice business, we have the freedom to explore a world of investments and opportunities for our clients. We created a new wealth-with-purpose philosophy and a new fee-based, evidence-based approach – a fiduciary approach.

We do our best work for people and families who have built a level of wealth and have complexity to their affairs.

In 2017 I was awarded the Financial Planning Association’s Certified Financial Planner Professional of the Year, the same year Capital Partners won the Professional Practice of the Year Award.

I'm a family man, and revel in the freedom our client-focused ethos provides – the freedom to work at a deeper, personal level with clients, not just as individuals, but as families. The most rewarding part of my role is seeing the look on clients’ faces when they reach the point of financial freedom, when they can make life decisions with confidence.