Why I do what I do
I have a passion for helping people achieve their goals and ambitions in the way of lifestyle choices. I love to see people succeed and attain success in the areas of their lives that are most important to them.
I enjoy taking people through a process of discovery, whereby they attain a complete understanding of the direction they wish to go down, then taking complete control of their circumstances to ultimately achieve their lifestyle choices.
It’s not about the money, it’s what the money can bring you in the way of peace of mind and financial independence.
What I do best
I take a holistic view of each client’s unique situation and design a strategic solution to ensure their goals are achieved on time and safely.
I then bring together other professional advisers who can assist in the various aspects of financial services that are required to ensure true financial independence.
Who I am
Family is at the centre of my life, which is why I choose to live locally to maintain a healthy work/life balance.
I am married to Marilo and have 3 beautiful children, Ella-Sandra, Bryce and Letizia. I love spending quality time with my family and travelling overseas.
I enjoy challenging myself outside of work by competing in Triathlons and Road Cycling.
I love meeting new people and building valuable long term relationships with people who are ambitious and who want to achieve more for themselves and the people who are important to them.
I’ve been in the business of financial planning since 1994 and hold the following qualifications and memberships:
- Advanced Diploma of Financial Planning
- Diploma of Business Management
- Registered Tax (Financial) Adviser
- Member of the Financial Planning Association of Australia (FPA)
- Member of the Association of Financial Advisers (AFA)
- Top of the Table member of the prestigious Million Dollar Round Table (MDRT)