Justin provides tailored investment and strategic advice to high net worth and ultra-high net worth individuals and families.
Working as part of a team, Justin delivers advice in relation to investment strategy, asset allocation, portfolio construction, superannuation, structuring and estate planning.
Justin began his career in private client management in the mid 2000s and believes passionately about providing independent, bespoke advice to a small but highly valued group of clients. He has most recently worked at Commonwealth Private. Prior to that, Justin worked at UBS Wealth Management (London) and Goldman Sachs JBWere (Melbourne).
Justin holds a Master of Applied Finance from Macquarie University, a Bachelor of Commerce (Finance) from Monash University as well as an Advanced Diploma in Financial Planning.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
