After completing my first university degree in 2001 I had no idea what I really wanted to do. I somehow fell into my first role in financial planning support.

Very soon it became clear that financial planning was a career path I really enjoyed and one that not only could I truly help people and make a lasting improvement in their financial lives and give them confidence in their decision making but also one that allowed me to run my own business and help staff also grow and thrive in their own careers. In 2010 I took a leap of faith and started this business.

I’ve found over time my skills really lend to pre-retirement planning and working with retirees and it is these two client areas which I enjoy working the most.

I have completed a Bachelor of Commerce, a Diploma and Advanced Diploma in Financial Planning. A master’s degree in Financial Planning and I am also a Certified Financial Planner.

Outside of work I am married to Sam whom we have two boys together and a dog named Luna. On weekends you will find me cooking, fishing or bike riding through the bush with the kids.