Principal | Wealth Adviser
BCom, DipFS, GDipAppFin, CFP®, AIF®
Direct. +61 8 6163 6181
Mobile. +61 412 062 399
After growing up with a love for watching the daily movements on the stock exchange and trading speculative shares, it ended up being no surprise that my early career was on the phone as a stockbroker.
It was an exhilarating ride. I was investing money with wealthy families and flying the world meeting and advising some of the biggest fund managers with billions of dollars under management.
But, I also experienced the murky side of the industry. The greed and conflict of interest that ensures the stockbrokers, corporates and fund managers line their pockets, often at the expense of their clients. I started to understand how the system was skewed to almost inevitably lead to poor long-term investor outcomes. I felt the same scepticism and cynicism that many of you feel today.
This made me question EVERYTHING that I was doing. Was there a better way to truly help people? Is there an ideal way to invest that would never let anyone down? What type of relationship do people want with their adviser? Am I the kind of person that people would want as their adviser? Who did I want to work with?
I wanted to create something so powerful and unique that once you experience it, you cannot help but to spread the word. I left my job in broking and the search began.
Over the next few years, I met some amazing people and businesses that were literally re-shaping the way our industry is delivering advice. This started opening my eyes to a different, better way to help people.
I was fortunate enough – through my networks – to eventually discover Capital Partners. Here, I met a group of people who had been asking themselves the same questions I was, only 15 years earlier!
I now like to think of myself as a transformed stockbroker. My only loyalty is to my clients and getting them the best possible outcome across all areas of their lives. The relationships I have are deep, engaging and multigenerational. I empower you with information to help you make great financial decisions.
The way financial advice is being delivered is changing and the good news is that your family does not have to settle for just ‘good enough’ anymore.
Great advice requires understanding your family, intelligent thought, ongoing strategy and an investment solution that will give you the returns you deserve and never let you down.
Education and Associations
- Bachelor of Commerce
- Diploma of Financial Planning
- Graduate Certificate in Applied Finance
- Financial Planner CFP®
- Accredited Investment Fiduciary