I’m an ex-Wall Street executive, on a mission to help regular people win back their financial power.
I do this by taking my unique system of investing - which I built on Wall Street over 25 years - and applying it to my clients’ super, investment and wealth strategies - often with life-changing results.
Because of my first-hand knowledge of global finance, my team and I are able to remove middlemen from the investing process, so that your portfolio can respond quickly and nimbly to market conditions.
Cutting out middlemen also means that more of your money ends up with you, rather than lining the pockets of all the brokers, bankers and advisors who normally take a cut.
I want you to know that wealth and financial security is available to everyone, whatever your age or background. Even the smallest change can make a huge difference.
Anyone can access my techniques and advice: either by working directly with me and my team, or via my online resources, talks and seminars.
At a glance
- Adviser status Bronze
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
That Wall Street Guy
26 Mills AvePort Noarlunga, SA 5167
Licensed by
Interprac Securities
AFSL 246638