I've been in the industry for over 10 years since attaining a Bachelor of Commerce, majoring in Economics and Finance from Curtin University. I joined Aspire2 in March 2010 with my role in the firm varying from being a Planning Assistant working under 3 senior advisers, graduating to an Associate Adviser, and since April 2016 attaining my Authorised Representative status and becoming an adviser in my own right.
My passion for financial planning comes from developing ongoing relationships with clients from all walks of life, listening to their stories, and helping them along the journey to reach their goals.
I've continued my studies whilst at Aspire2 and have completed an Advanced Diploma of Financial Planning as well as completing the required FASEA financial adviser examination and associated courses. I am also a member of the FPA.
Outside of work I value the time spent with my wife and son, am a long-suffering Essendon supporter, and enjoy catching up with friends over a couple of drinks.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 15
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Bachelor of Commerce (Economics & Finance)
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Language spoken
- English
Aspire2 Wealth Advisers
Level 2, 33 Richardson StreetWest Perth, WA 6005
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning
AFSL 234665