Qualifications
& Memberships
- Graduate Diploma Financial Planning
- Diploma Financial Services
- Bachelor of Commerce
- Financial Advice Association of Australia (FAAA)
- SMSF Specialist
I joined the finance industry because of my passion for numbers. During my university years, I focused on accounting, which provided me with a solid technical foundation that I still use in my Financial Planning role today. Over the years, I’ve worked in SMSF administration, para-planning, and eventually became a Financial Planner in 2011.
With many years of experience under my belt, I feel well-equipped to assist clients in a wide variety of areas. I live by the mantra: hope for the best, but plan for the worst. Life can be unpredictable, and I believe the key to success is having a plan that allows flexibility to adapt to our ever-changing lives.
Outside of work, I have four children—a son and triplet girls—who keep me very busy. My wife is an amateur theatre performer and is well-known in the theatre community around Adelaide. I love following the footy (I’m a Crows fan), catching the occasional movie and spending quality time with my family and friends.