I have been a financial planner since 2001. In 2002 I took over my father's practice, who had retired after operating a practice in rural South Australia. I am married with two young school age children who keep my wife and I very busy. In my spare time I love a full range of sporting activities including running, fishing, AFL, mountain biking and water sports to name a few!
Seeing that I have helped make a difference to client's lives and enabled them to achieve their goals, both personally and financially is the most enjoyable part of financial planning for me. My longstanding relationships with clients from various walks of life ensures I cover all facets of financial planning, including retirement planning, investment strategies, superannuation, estate planning, wealth creation and insurance.
Expertise
My fees
We will discuss your individual needs and agree our fees with you. The actual agreed fees will depend on factors such as the complexity of your circumstances and goals and the scope of the advice.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
MBA Financial Strategists
77 King William RoadUnley, SA 5061
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706