- Bachelor of Commerce
- Diploma of Financial Planning
- Certified Financial Planner
I have over 20 years experience in financial services and over 14 years with Net Worth Financial Planners as an Adviser. I help clients build and protect their wealth and my key areas of expertise are in Superannuation, Investment Management, Cash Flow Management and Retirement Planning.
My qualifications include a Bachelor of Commerce (with Distinction) majoring in Finance and Economics from the University of Wollongong, Diploma of Financial Planning through the Financial Planning Association (FPA) / Deakin University. I am also a Certified Financial Planner with the FPA.
In 2007 I was awarded the University of Wollongong Commerce and Business Alumni Award and the Hillross Achievement Award for Service to the Community. In 2014 I was awarded the Hillross Financial Freedom Award for excellence in Client Services and helping clients achieve their idea of Financial Freedom. In 2015 I was awarded the Hillross Achievement award for Professional Excellence along with the most prestigious award, Hillross Adviser of the Year.
Out of the office you’ll find me spending time with my wife and three kids, enjoying the outdoors with a nice cup of coffee.