PROFESSIONAL
I have been a Investment adviser for over 20 years. I have a Bachelor of Banking and Finance, a Post Graduate Diploma of Financial Planning and is a Certified Financial Planner and an accredited SMSF Specialist Advisor.
After starting my professional career as a junior financial adviser at AMP, I joined Investstone Wealth Management in 1999, Australia’s first fee-for-service financial advice firm, where I guided the business to substantial growth within a few short years.
My strength as an adviser is that I am highly opinionated, passionate, experienced, and - after running several substantial businesses - know how to assess businesses for investment.
PERSONAL
PHILOSOPHY
‘I have walked many walks, and fought the good fight, from being involved with successful startups, exiting businesses to rightful owners, , been present in the same room as some of the most successful investors in the world, and have learnt many lessons the easy way and many the hard way. But they are all lessons, it is these lessons that my current and future clients can benefit from.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 26
- First year providing advice 2001
- Years of experience 23
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wattle Partners Pty Ltd
Level 4, 125 Flinders LnMelbourne, VIC 3004
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Wattle Partners Pty Ltd
AFSL 383169