As a Principal Adviser at Cruz, I've spent my career helping families navigate the often confusing world of financial decisions, making sure that peace of mind and prosperity go hand in hand.
I blend behavioural psychology with financial know-how, so I can be more than just a financial adviser. Think of me as your coach, your go-to person, and your reliable guide through the ups and downs of financial choices. My approach is grounded in mutual trust, always telling you the pure, undiluted truth as I understand it.
I believe that real financial planning is about helping you discover what truly matters to you and aligning your resources with those values. Spending money on experiences with loved ones, rather than on material possessions, brings greater happiness and lasting memories.
Your financial plan is the foundation of our relationship, and success is measured by your ability to meet your goals, not just by the performance of your portfolio. I focus on modifying your behaviour to help you stay calm and rational during market volatility, as your emotional response is the dominant factor in long-term financial outcomes.
Interestingly, my time as a professional athlete with the Richmond Football Club taught me discipline and resilience, which are now key parts of my professional approach. My shift from sports to finance was driven by my love for strategy, both on the field and in the complex world of finance.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 42
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
Cruz
Level 35, 477 Collins StMelbourne, VIC 3000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- Phone
- Video call
Licensed by
Cruz
AFSL 532193