Senior Financial Adviser
Born in Melbourne, I started my career with BT Funds Management in Sydney as an equity analyst. Wanting to broaden my experience, I move to UBS to work in banking and finance. When an opportunity arose to transfer to Hong Kong with UBS, my wife and I jumped at the chance, and we were fortunate to be there during the handover in 1997.
Since returning from Hong Kong, I have worked in corporate finance at, amongst others, BHP and NAB, where I was involved in raising and managed their finances. I became interested in applying my experience to helping families with their own financial goals, and transitioned across to being a financial planner in 2012. Initially with the AMP group of companies, I am now pleased to have established my own financial planning firm.
I have an honours degree in economics from Monash University, and a diploma of financial planning.
When not at work, I enjoy spending time with my family and friends, playing golf and following the Western Bulldogs.