I joined my current practice in 2010 and have over 25 years’ experience in the financial services industry.
My career started in corporate Sydney working with fund managers, giving me a thorough knowledge of markets, investments and managed funds. Using this expertise, I relish in the opportunity to guide clients into retirement by accumulating funds in superannuation and investments.
My love for the industry stems from the satisfaction I gain by developing long-term relationships with my clients. I take pride in helping clients enjoy their lifestyle by carefully managing their assets and building their wealth. I love assisting my clients in meeting their financial and lifestyle goals throughout the various phases of their lives.
I’m committed to ensure the advice I provide to my clients is current and innovative. I have successfully completed a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Services as well as a Bachelor of Arts from the University of NSW. I’m also a member of the Financial Advice Association Australia.
When I’m not in the office, I hope to be out surfing, or riding on the Fernleigh. Yet you will most likely find me running after my kids to various sporting commitments being their number one cheer squad.
I’m married to my long-term love Juliana, and we are kept busy with our 3 boys, Hugo, Felix and Leo as well as a lively terrier called Pepper.
Expertise
My fees
We are happy to discuss fee arrangements for clients seeking long term advice relationships
At a glance
- Adviser status Gold
- First year providing advice 2005
- Years of experience 19
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Lantern Service Company pty ltd
3 Woodford PlThornton, NSW 2322
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323