- Certified Financial Planner with the Financial Planning Association (FPA)
- Bachelor of Commerce
- Diploma in Financial Planning
- Commissioner for Declarations
I am the Managing Director of Hallerwealth (Ayr and Townsville) and have been an integral part of the business since 1988.
I help clients build and protect their wealth with my key areas of expertise being wealth accumulation, retirement planning and superannuation, especially the investment and taxation considerations of those areas.
I’m a firm believer in education. I am a Certified Financial Planner with the Financial Planning Association (FPA). My qualifications include a Bachelor of Commerce from James Cook University and a Diploma in Financial Planning and. I am also a Commissioner for Declarations.
Outside the office you’ll find me fishing, camping or playing touch football and supporting my children on the side of the soccer oval or caddying for them on the golf course.