Having started as a Financial Adviser in London in 1988, I fulfilled a life long goal to migrate to the beautiful South West of WA in 2006. I sold my company in London and migrated that November. I spent almost 14 years as the Financial Adviser for Westpac Busselton, Margaret River, Dunsborough and Manjimup. Building lifetime lasting relationships with the Banks customers. In July 2019 Westpac ceased to offer financial advice and sold their advice business to Viridian. After 2 years with Viridian, I realised that we had very different visions for my clients and was lucky enough to be headhunted by Canaccord Genuity Wealth, where I have been since returning to work late April 2022.
I still service all the South West, including Dunsborough, Manjimup, Margaret River and Busselton and continue to care for my existing clients, helping them navigate through their financial lives to achieve their goals and required lifestyle.
I am passionate about listening to what people want to achieve and why they want to achieve it and then helping them get there in a way they can understand. My new clients are mainly referred to me from existing customers and from Canaccord Genuity Wealth.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 1988
- Years of experience 36
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Canaccord Genuity Financial Limited
Suite 3, 72 Duchess StBusselton, WA 6280
Opening hours
- 8:30am – 3:30pm Monday – Friday
Licensed by
Canaccord Genuity Financial Limited
AFSL 239052