I'm delighted to introduce myself as a dedicated and goals-focused financial adviser who is passionate about helping individuals like you achieve financial success. After commencing my financial advice career working for my dad, I have embraced this profession wholeheartedly, and I'm excited to share my expertise and knowledge with you.
I hold two Bachelor's degrees in business, which have provided me with a comprehensive understanding of the financial landscape. Additionally, I am currently pursuing a master's degree, further enhancing my skills and staying up-to-date with the latest developments in the field.
There is nothing more fulfilling to me than witnessing my clients flourish financially, accomplishing their goals and dreams. I firmly believe that a personalised approach is crucial in financial planning, as everyone's aspirations and circumstances are unique. I am dedicated to tailoring strategies that align with your objectives and empower you to make informed decisions.
I am a passionate supporter of the Geelong Cats and can usually be found at a winery or on a hike with my wife and son.
I understand that entrusting someone with your financial future is a significant decision. Rest assured, I am committed to providing you with the highest level of service, integrity, and professionalism. Together, we can navigate the complex financial landscape and work towards securing a prosperous future for you and your loved ones.
Thank you for taking the time to get to know me a little better. I look forward to the opportunity of partnering with you on your financial journey.
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2021
- Years of experience 3
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
BNR Financial Services
96A High StBerwick, VIC 3806
Opening hours
- 8:00am – 9:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Essential Financial Planning Australia Pty Ltd
AFSL 400439