Financial Planner
BA (Hons), CFP
I really love the ongoing relationships I am able to build as part of my role as a financial advisor. Meeting with interesting people every day, helping to avoid risk, and navigating you through a complex financial world.
I have had a strong interest in economics and finance since the early 1990’s, which has formed the foundation of my professional life as a financial advisor. In 2017 I finished my CFP ® (Certified Financial Planner) which is seen as an education benchmark for Financial Advisers.
I count myself lucky to live in a great part of Sydney with my wife Lorraine and 2 daughters. You may bump into me walking the dog around Wahroonga, having a coffee at PCYC in Waitara, on the football pitch playing for the Turramurra Over 35’s or even playing golf at North Ryde. Being active and playing sport is a big part of my life outside of finance.
I am available for meetings in our Chatswood office.
