He has over 20 years experience in the financial services industry and has held senior roles at MLC/NAB and AXA. He has vast superannuation experience and is passionate about helping clients grow their wealth as well as tailoring life insurance solutions to protect it.
His areas of expertise include investments and self-managed super funds (SMSF). He is also a qualified Mortgage Broker and can assist his clients with loan solutions to purchase a home, an investment property, or a property within their SMSF.
Diploma of Financial Planning
Graduate Diploma in Applied Finance and Investment
Diploma of Finance and Mortgage Broking Management
Certificate of Self Managed Super Funds
Bachelor of Business Degree
Firstfolio National Silver Broker of the Year Award (2012)
Firstfolio National Gold Broker of the Year Award (2011)