"If you are an adviser who just looks after the investments and planning strategies - you are doing less than half the job".
I specialise in providing financial advice and professional portfolio management to people approaching retirement and contemplating their new life after full time work - and to those already enjoying their "retirement" (whatever that word means these days!). This is literally all I do - and i love it.
I especially enjoy incorporating discussions toward what a fulfilling future looks like for each unique individual/couple, and I have an engaging tool I use which allows for constructive conversation and planning in this area.
My reading has drawn me to seek to deeply understand the challenges people face in transitioning from full time work (planned or unplanned). It is clear that much deeper thought and planning toward the non-financial side is needed, resulting in a smoother and more enjoyable transition.
I joined Stanford Brown in 2012 to further develop my passion for people and markets, and in 2018 I was made a partner in the business - a very proud achievement for me.
I live in Waitara and am married to my beautiful wife Camilla, we have a 2 year old son (Luke) and a girl on the way in November 2019. I love being active, and am a tennis tragic and try to play once a week (I also double as the Stanford Brown resident tennis coach). I love weekends with family and friends, as well as bushwalking, travel, food/cooking, movies, swimming, surfing, skiing.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 42
- First year providing advice 2014
- Years of experience 11
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Highest qualification
- Bachelor of Agricultural Economics
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Language spoken
- English
Stanford Brown
Level 8, 15 Blue StreetNorth Sydney, NSW 2060
Opening hours
- 7:00am – 6:00pm Monday – Friday
Licensed by
The Lunar Group Pty Limited
AFSL 470948