A Senior Advisor with over 10 years’ experience providing holistic planning advice, both as an accountant and private wealth advisor.
With extensive experience in portfolio and risk management, personal insurance, estate, business and wealth succession planning, self-managed superannuation. I specialise in providing strategic wholistic investment advice to High Net-Worth Individuals and Family Offices.
With an interest in ethical investments and has been providing advice to both private clients and the the Not for Profit (NFP) sectors. I find aligning clients individual preferences to their investments particularly rewarding.
I am a Certified Financial Planner (CFP®), Self-Managed Super Fund specialist advisor (SSA®), registered tax (financial) advisor and a graduate of the Australian Institute of Company Directors program (GAICD)
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.
