I have been dedicated to investing since I bought my first shares in a local Burdekin sugar mill at the age of ten. This early passion for finance resulted in extensive study in the field while developing my career in the financial sector.
In 2016, after 24 years as a private client advisor, it was the right time to establish my own personalised investment office.
Years of research for the best and most reliable investment philosophy has led to my application of a value investment philosophy for clients as it provides the greatest, safe return.
arcinvest combines my passion for value investing with the opportunity to help others through educated, experienced and reliable investment management.
The value investing approach means once investments are selected we continue to monitor your individual share investments, making any recommendations for adjustment as share prices change and valuation dictates whether the investment remains good value.
This method is based on buying good, solid, reliable businesses with a good income stream, a durable competitive advantage and good management for a reasonable price with a margin of safety and holding onto them.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 1992
- Years of experience 32
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Highest qualifications
- Graduate Diploma of Applied Finance and Investment
- Certified Practicing Accountant (CPA)
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Language spoken
- English
Arcinvest Pty Ltd
177A Bennetts RdNorman Park, QLD 4170
Opening hours
- 7:00am – 3:00pm Thursday
- 7:00am – 5:00pm Friday
- 7:00am – 6:00pm Monday, Wednesday
- 8:00am – 6:00pm Tuesday
Licensed by
Arcinvest Pty Ltd
AFSL 528963