Hi, and thanks for visiting my profile.
As the Senior Adviser and Managing Director of Accumulate, I assist individuals, families, executives, business owners, successful people, and retirees formulate, implement, and manage financial and investment strategies.
Prior to founding Accumulate in 2014, I spent 10 years as a Senior Adviser and Partner with Barker Wealth Management in Adelaide, and 7 years with NASDAQ-listed Commerce One Inc. in San Francisco and global consulting services firm PriceWaterhouseCoopers in Boston. This experience complemented previous media and policy advisory roles with the W.A. Government's Department of Premier and Cabinet, and an early career reporting and presenting with Australian Broadcasting Corporation and W.A. Newspapers.
Initially, I conduct a 1 hour discovery meeting that drills into your current financial situation, what is really important to you, and what you want to achieve, not only in your financial life but your broader personal and professional ambitions as well.
This consultation will be at the expense of Accumulate Wealth Management. It confirms the value we can add to your situation, how to maximise the probability of achieving your financial and lifestyle aspirations, and how to assist you make smart choices with your money and assets.
As a fee for service based firm, if you wish to engage Accumulate to assess these ideas in more depth, we will provide an estimate of any anticipated expenses. Similarly, if you decide to have Accumulate implement any subsequent specific programs, we will provide a quote for our level of involvement and ongoing assistance.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Accumulate Wealth Management Pty Ltd
Suite 5, 420 Bagot RdSubiaco, WA 6008
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Futuro Financial Services Pty Ltd
AFSL 238478