As a Private Banker for Macquarie, I specialise in advice for High Net Worth Families, Charitable Organisations, and Small Family Offices that do not have the economies of scale to hire a quality in house Chief Investment Officer. We intimately understand the challenges clients who have $5m - $250m+ in cash and investments. Some of the common objectives we assist with include, producing risk-adjusted growth; managing risk through diversification, efficiently administering the wealth and portfolio, wealth preservation for multiple generations, and aligning wealth to values through investment selection and philanthropic activities.
Expertise
My fees
I offer a free initial consultation for potential new clients.
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Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2016
- Years of experience 9
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Macquarie Private Bank
50 Martin PlSydney, NSW 2000

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Macquarie Group
AFSL 237504

Macquarie Private Bank
AFSL 237502
