I am a Certified Financial Planner (CFP)®. I have a Bachelor of Business (Accounting) and have completed both the Graduate Diploma in Applied Finance and Investment and the Graduate Diploma in Financial Planning through the Securities Institute of Australia… read more
Advice philosophy
The financial situations of many of my clients often require the development of complex strategies. My many years of experience have identified, however, that often simple but well-informed solutions give clients the best results… read more
Fee philosophy
I have operated under a fee-for-service model since 2002 and was an early adaptor of this approach which reflected the beliefs I developed early on in my career around the need for fee transparency… read more
