What do you enjoy most about wealth management?
Getting great outcomes for people.
What’s the biggest challenge?
Finalising a great financial plan in a landscape of continual legislative change.
What do you love most about being part of Capital Partners?
Working with a team of like-minded individuals.
What quality of yours makes you suited to what you do?
Loyalty and discipline.
How should people think about their wealth?
As a resource to allow them to do what they want to do.
What do you love to do outside of work?
Spending time with my family doing the simple things.
What does your ideal holiday look like?
Combination of relaxing and leisure activities in a tropical location.
Education and Associations
- Graduate Diploma of Financial Planning
- Graduate Diploma of Applied Finance
- Associate Member – Financial Planning Association of Australia