I have obtained a long and rewarding career within financial services and have provided over 20 years of client services, relationship management and paraplanning experience. Within my current role as an Associate Adviser, I support lead advisors and clients to help them understand and make effective financial decisions.
I have completed a Diploma in Financial Planning and have applied my extensive background, education, and experience to help translate strategic advice into a financial plan tailored to each client.
I am dedicated to helping clients see, understand, and improve their current and complete financial status. I specialize in being part of a team that delivers a comprehensive client solution and closely works with each individual throughout their financial journey. In addition, I provide exceptional client relations that retain existing clients and gain new individuals also searching to improve their financial situation and achieve their financial objectives.
I currently reside in Freo with my wife and our two cats, whom we adore. We find great past times combining travel with hiking the great outdoors and often find ourselves doing either in our free time.
My lifelong passion is flying, and I own and fly my glider. I also spend a reasonable amount of time teaching others how to fly and genuinely enjoy expressing my passion and love for it to anyone interested.