I am the Practice Principal. I have been a Certified Financial Planner since 1998 and have worked in various management and technical roles for over 25 years.
I previously spent over 5 years working as a Senior Financial Planner within the Private Wealth division of Macquarie Bank and prior to this I managed the Sydney Financial Planning Team at the consulting firm, Watson Wyatt.
Coincidentally, my first ‘real’ job after finishing at ANU in the mid 1990’s was working as a paraplanner with Hillross in their Sydney head office.
My qualifications include a Bachelor of Economics from ANU and a Masters of Commerce from UWS in Financial Planning. I have lectured in Financial Planning at the University of Technology in Sydney and continue to be an active member of the Certified Financial Planners education taskforce. I passed the FASEA Financial Adviser Exam in April 2020.
I specialise in providing advice to high net worth individuals, in particular senior executives who are transitioning into retirement.
My main areas of expertise include self managed super funds and direct equity advice, as well as wealth creation, retirement planning and insurance.
I am a member of Mensa Australia and enjoy playing golf, other sports and keeping my young daughter Molly out of mischief.