I hold a Masters in Financial Planning and a Member of the Financial Planning Association.
Advising since 2005, I have in-depth experience working with clients of all ages and backgrounds including individuals and couples of High Net Worth, small business owners, Professionals, and tradespeople having worked with various firms specialising in different areas of advice, before joining Whittaker Macnaught in 2010.
As a founding partner of Solace Financial, it has been important to me to continue to service my new and existing clients, and their family and friends that have been referred to me, with their ongoing planning needs. I support my clients as they progress through life with the right advice at the right time, no matter what curve balls they encounter along the way.
Financial freedom means different things to different people, and therefore my advice is tailored to your specific circumstances and what you want to achieve, be it building wealth, managing wealth in retirement, or protecting your financial position through personal risk management.
My current clients span all age groups and stages of life from young adults starting their careers to retirees and Aged Care residents. A deep understanding of whom my clients are, what they value most, and what they want to achieve is of the greatest importance for a professional relationship that in many cases is built with multiple generations of a family.
Family life is important and spending time with my wife Lisa and 3 children Harvey, Zara and Brigit. On weekends you can find me at my children’s sporting events, acting as an Uber driver for the kids, taking motorcycle rides, or fishing in Moreton Bay.