Our team

This, along with a disciplined work ethic and a great team around me, allow me to do a great job providing financial advice to our clients. And I take great pride in that I really appreciate my good fortune in having found a role that suits me so well.

I deeply care about my family, friends and colleagues and genuinely prioritise enjoying my time and interactions with people. I’m a bit of a prankster and always have time for a quick joke or bit of banter.

My curiosity drew me towards the complexities of financial markets and how our personal finances can be so engrained in the quality of life we all experience. I find great satisfaction in optimising management and investment strategies to deliver positive, even life-changing outcomes for individuals, families and businesses.

I approach my work and my life with an intense passion. I have been very proud and humbled to experience some athletic success as a result. I was afforded the great privilege of representing Australia in Bobsleigh at the Winter Olympics in Pyeongchang in 2018. This experience was such a highlight that it may go unmatched for the remainder of my lifetime, ‘may’ being the operative word.

With athletic success in the rear view, I now look forward to the continued development and achievements I can experience as I pursue my career in finance

The more utility you get out of me, the happier I am. 

In terms of what I do in my personal time – aside from being with my family, I also own a farm. For me the farm provides me with a space that is not complicated – that is not involved with financial markets and the complexity associated with this. The farm provides a platform where I can do things outside of my head – physical things that demand practical application. Where I can grow things and regain a natural perspective. It helps me keep things real. 

I value the benefits of working within a team environment where different approaches can bring great synergies. I bring the energy, drive, and work ethic to our culture

As a father of two boys, I see it as my duty to nurture, lead and guide my sons to understand themselves so they are armed to make educated and informed choices in all aspects of their lives. My greatest legacy is to empower my boys so they become strong and capable of making a responsible contribution to the people they love.

I approach my clients in a similar manner to the way I relate to my boys. My function is to care and educate my clients so they are empowered to make educated choices in relation to their financial wellbeing. I aim to help my clients develop and protect their legacy so they are better able to contribute to the ones they love the most, their Family.

I am very proud of the work / life balance I maintain and the time I spend with my family. I am constantly aware of school holidays approaching on the calendar. Always eager to jump on a plane or load up the caravan with my family, I often have multiple holidays booked in advance.

With over 30 years’ experience in the finance industry, I haven’t known anything else in my professional career. Before finishing high school in 1988, I had my first full time job and have fond memories of juggling my final exam and my new career.

I’m a social person who enjoys spending weekends with my friends and family.

I approach my work in financial markets with an ambition to gain genuine understanding of complex financial situations and use this to work towards achieving financial goals for a wide range of people. My inquisitive nature means that I seek out incremental improvements in financial concepts rather than accepting details at face value.

I am thankful that I am a part of a team where we can share similar ideals and promote a collaborative environment to work in which in turn energises us all.

On my down time outside of work, I like to spend time with my two children and husband – going for a bike ride to our favourite spot, Point Walter. As a family we also enjoy going out on our boat and catching a feed of crabs on the weekend when in season. I am also partial to a nice cold Champagne with yummy food and great friends on the weekends.

Having worked in the Stockbroking industry for over 20 years, starting out as an office junior to proudly now managing the Advisor support team, it is a great achievement of many years of hard work and I love the challenges this working environment provides. My experience and skillset provides a broad support base for clients and advisers to progress towards their goals. 

Then within a global corporation, I found great satisfaction working within a small team on projects that have real meaning and contributing to a greater goal.

With my investment experience, whenever I made a loss I thought of it as a “tuition fee”, and given the size of some of these “tuition fees”, I decided it could be more cost effective to study formally, initially only for my benefit. These studies led to an awareness of financial planning, which played to my affinity for problem solving and numbers, leading me to a career change.

Quite counterintuitively, I work in finance but am not significantly motivated by financial wealth or material possessions. Helping clients realise financial peace of mind is my goal that gives me purpose.

Extensive study and a high level of integrity in doing the right thing irrespective of the benefit or cost that I may feel, allowed me to move to head of financial planning and director of our business. I like my routines… maybe a little too much! Weekend rituals include working on kakuro puzzles – the insane level is my relaxation, and my colleagues always know to expect a complete run down on the Parramatta Eels game on Monday morning.

While the role of director provides me with a sense of achievement, the problem solving aspects in financial planning and analysis of shares, for portfolio inclusions, are what makes me tick. 

While pragmatic and efficient in my work role, I also appreciate the personalities and culture of our office. The ability to joke, and enjoy light hearted mischief creates an environment that allows me to operate at my best. 

Outside of work I enjoy spending time with my family and friends. I enjoy the odd sporting challenge, travelling and enjoy being part of community events.