Growing up in regional WA (Esperance), experiencing boarding school in Perth, I moved to Sydney to start my career in financial markets in 1985 as an Investment Banker, with Michell NBD (who merged with First Chicago NBD and then with Bank One). I moved to Adelaide to head up Bain Refco's FX operations and later Ord Westpac, then onto being State Manager of AAP Reuters which was followed by a brief stint in Melbourne as Regional Manager of Dow Jones Telerate before moving back to Adelaide as a Stock broker. All the while increasing my knowledge in financial markets which took me on to to start Financial Planning in May 2001 as I continue to do so today.
In 2007, I joined Australian Unity Personal Financial Services Dealer Group as I felt they met my needs, being non-bank aligned and having Community roots back to 1840 when one of their forebears Manchester Unity was established as a friendly society whose purpose was to provide assistance to members who suffered financial hardship. It was a service based on mutual trust and dependability and it is an ideal Australian Unity still holds true today.
Appointments can be made by phoning (08) 8130-5500 for a free first consultation to see how we can mutually work together to reach your financial goals.
Expertise
My fees
Our fee structure at Plus7FM is completely negotiable if you would like a flat fee or based on a percentage of funds under management. You don't pay anything until you are ready to proceed with advice. I offer 'once off' fee for service as well as well as sporadic once off advice.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 8
- First year providing advice 2000
- Years of experience 24
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Highest qualifications
- Diploma of Financial Services
- Diploma of Financial Planning (1-8)
- Diploma of Financial Planning (1-8)
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Language spoken
- English
Plus7 Financial Management
Suite 1, 1 Alexandra AveRose Park, SA 5067
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Australian Unity Personal Financial Services Ltd
AFSL 234459