I have been in private practice as an Authorised Representative of Magnitude since 2009. Prior to this I spent over 17 years in Financial Services within Westpac during which I held senior positions in both banking and financial planning.
I focus on a holistic approach to Financial Planning and tailor my advice specifically for individual clients to help them achieve their goals and objectives. Through the ongoing service proposition, I provide my clients this enables them to monitor and enhance their plans with regular reviews and market updates.
My specialist skills are in Self-Managed Superannuation Funds, Estate Planning, Centrelink Strategies, Investments Strategies, Debt Management, Wealth Protection and Personal Superannuation.
I am married to Michelle with 4 young children who clearly take much of my spare time. When I can I am an avert sportsman, and can pretty much turn my hand to any sport. I represented Australia in soccer and Queensland in cricket in my teen years. Recently I was part of a soccer team that won the gold medal at the Gold Coast Masters Games. I also enjoy a round of Golf and play of a handicap of around 12. I and my business actively supports the development of soccer in the Logan district through playing, coaching and financial support.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touch
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 15
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Bachelor of Commerce (Financial Planning and Investments)
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Language spoken
- English
Altitude Wealth Solutions
48 Kokoda StreetBeenleigh, QLD 4207
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Viridian Advisory Pty Ltd
AFSL 476223