Professionally, I enjoy working with clients to help identify their financial goals and set strategies and structures in place to achieve these goals. Upon achieving these financial goals, this ultimately leads to clients achieving personal and lifestyle aspirations as well. I personally believe if we want to achieve anything in life, whether it be personal, professional or financial, we need to set goals and targets, along with certain strategies in place to do so. Whether this means educating yourself or employing people to help you in different aspects of your life, you are your own CEO and no CEO can work alone. And would you set out to run a marathon without putting a training plan in place? This is where I enjoy working with clients to find out what is important to them, to build a long standing relationship and to continuously work towards achieving these goals. The ability to remove fear, relate, effectively communicate and build trust are the attributes I feel I bring to a relationship. Personally, I love spending time with my wife and 4 kids, as crazy as life can get at times. I love staying active and regularly enjoy swimming, cycling, running and competing in triathlons. Unfortunately, my golf handicap has taken a slide due to all my other commitments
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Master of Business Administration
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Language spoken
- English
Securinvest Financial Planners Pty Ltd
Suite 1, Level 4, 31 Dalmore DrScoresby, VIC 3179
Licensed by
Securinvest Financial Planners Pty Ltd
AFSL 223280