Master of Business Administration (MBA) - Macquarie University
CERTIFIED FINANCIAL PLANNER™ (CFP) - Financial Planning Association of Australia
Accredited Adviser - Family Business Australia (FBA)
Diploma of Financial Planning (Dip FP) - Financial Planning Association of Australia
Affiliate of the Securities Institute of Australia (SIA Aff)
I have always enjoyed helping people and to this day still find it one of the most rewarding things I do.
Having been in the Financial Planning industry since 1988, I’ve held a range of positions commencing as a life insurance consultant, shortly thereafter becoming a financial planner when I established my financial planning business in 1990.
Very early on I realised that continuing education was a core ingredient too not only helping people, but running a successful business. I completed my Certificate in Financial Markets in 1994, then went straight on to complete a Diploma in Financial Planning in 1997. To round out my industry qualifications I attained the highest designation becoming a Certified Financial Planner in 1997. A glutton for punishment I still needed more, commencing a Masters of Business Administration (MBA) in 1998 completing it in 2001. I continue to study and do short courses today. Most recently becoming an Accredited Adviser with Family Business Australia (FBA) in 2014.
These roles have enabled me to gain significant experience in running a business and the operations of a licensed dealer in securities. In 2001 I was part of the core group of businesses that established a privately owned Australian Financal Services Licensee (AFSL). I was a Director of this Licensee from inception up until it was sold in June 2012.
I have a keen interest in Family Business stemming from my background of working with my brother for 13 years (1990 – 2003) as well as being confronted with the additional complexities of buying out a family member in 2003.
I am married and have a son and daughter who are both in high school. As with all parents I am kept busy with all the kid’s activities as well as getting involved in various community fund raisers.
Currently a partner of Adviser fp, our practice is actively involved in providing financial planning advice to a broad range of clients with significant assets under advice.