As a Financial Adviser, I love what I do and am passionate about helping my clients achieve their financial objectives and lifestyle goals. I provide high quality, unbiased financial advice; specialising in investment and superannuation planning, self managed super advice, tax-effective wealth creation strategies, pre-retirement and retirement planning advice, insurance and asset protection advice.
During my 25 years’ experience in the financial services industry, I have held a range of senior positions in the investment, superannuation and insurance sectors.
At PSK, I am a member of the investment committee and have access to technical, risk and investment research professionals who provide additional support and expertise. I have developed strong relationships with a network of specialists offering accounting, legal, estate planning, stock broking, and lending services, to ensure my clients receive optimum solutions.
When not advising, I love spending time with my wife and young family, getting involved as much as I can with their schooling and activities, the community, and coaching my son’s soccer team; the mighty under-six Sea Dragons! Other keen pursuits are quality time spent with friends and broader family, swimming and trying to stay fit, learning more about gardening, and the timeless favourite; travel and culture.
