With a decade of experience in the financial services industry, including the past 8 years at PSK, Rhys finds great satisfaction in helping clients identify, understand, and achieve their personal and financial goals.
Passionate about financial planning, Rhys is committed to providing sound, personalised financial advice. He strongly believes the focus of his role is to be a financial coach, guiding clients to a deeper understanding of their situation and fostering peace of mind.
Rhys specialises in pre- and post-retirement planning, wealth protection, superannuation, and ongoing mentoring and management of personal finances.
Outside his professional life, Rhys likes spending time with his family, playing golf on occasion, and enjoying the outdoors.
Diploma of Financial Planning, Ethics and Professionalism in Financial Advice, Economic & Legal Context for Financial Planning, Specialist accreditation Accredited Listed Product Adviser (ALPA), Specialist accreditation in SMSF
Your adviser is based at our Sydney office
