Derrick has been working in the financial services industry since 2004. Through the process of getting the right advice for his parents, Derrick was inspired to become a Financial Planner himself. Now with more than 10 years of experience as a Financial Planner, he’s had the privilege of helping many clients with their life and financial journey. Derrick is committed to caring for his clients and understanding their goals, to help them achieve financial freedom and have more choices in life. Outside of work he enjoys running, camping, fishing and 4WD adventures with his family and friends.
Prior to Elixir Wealth Advisory, Derrick was a Financial Planner with various financial organisations and served 9 years with Commonwealth Financial Planning.
Expertise
At a glance
- Adviser status Gold
- First year providing advice 2013
- Years of experience 11
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Highest qualification
- Graduate Diploma of Financial Planning
Elixir Wealth Advisory
Corporate One, Suite 104D, 84 Hotham StPreston, VIC 3072
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Axies Pty. Ltd.
AFSL 339384