I am a Senior Adviser with Mancell Financial Group in Burnie Tasmania working closely with a team of thirteen. I joined MFG in March 2006 after working in customer service management for 14 years.
Before settling on my chosen path as a Financial Adviser I wanted to be either a pilot or an architect and realised that my skill to guide, direct, plan and build for others futures came reasonably naturally to me. I have always thought well into the future trying to prepare for various contingencies, as I do whilst enjoying a game of chess.
I appreciate building solid relationships with clients working for them in understanding superannuation, investments, risk management and aged care strategies.
My desire to assist clients in achieving their lifestyle goals through astute accumulation, protection of wealth through efficient investment planning and risk management strategies, has seen some rewarding times for my clients over the years, notwithstanding the challenges the world sends our way.
Over the years I continue to be many things, a traveller, a student, a widower, a nurturer, a sounding board, a counsellor, a planner.
I would say that I am more of a gatherer of experiences and activities rather than material objects, but that’s my chosen path. We all need to understand our own needs and wants in this journey of life.
Whilst not in the office environment I am a blessed husband to a beautiful wife and Father to two young dynamic growing boys.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touch
At a glance
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Adviser status
Gold
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Mancell Financial Group
Level 1, 41 Mount StBurnie, TAS 7320
![Mancell Financial Group logo](https://resources.adviserratings.com.au/practices/mancell-financial-group-18004993.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
FYG Planners Pty Ltd
AFSL 224543
![FYG Planners Pty Ltd logo](https://resources.adviserratings.com.au/licensees/fyg-planners-pty-ltd-224543.png)