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Locality: Sydney Area, Australia
Summary: I run a strategic financial advice business with the support of all technical resources that ANZ / ING offers. I focus on fee for advice and service.
Being a salaried employee of ANZ allows me to advise for all client situations, no minimum or maximum client parameters restrict me to who I can advise.
My experience in Financial Advice started when I graduated from UTS with a Finance degree 15 years ago. My first role was to assist and make recomendations for a Fund manager and research house on listed securities.
I pursued this for 10 years which gave me experience in Australia and overseas and a deep understanding of financial markets and economics.
For the last 5 years I have been a holistic Financial Adviser and Consultant to both individuals and businesses and really enjoy sharing my experience and making a tangible positive difference to my clients lives and businesses.
Listening, understanding and advising, being instrumental in my clients protecting, preserving and building wealth, resulting in them being able to achieve life goals - nothing is more satisfying!
Current: Financial Planner at ANZ
Past: Financial Adviser at Mercer
Education: Financial Services Institute of Australasia Fellow of Financial Services Institute of Australasia (1999-2002)
University of Technology, Sydney (1992-1995)
Financial Planning Association of Australia Certified Financial Planner (2006-)
Industry: Financial Services
Experience: ANZ (Public Company; ANZ; Banking industry): Financial Planner, (January 2007-Present)
Mercer (Public Company; MMC; Insurance industry): Financial Adviser, (November 2005-January 2008)
Interests: career opportunities, consulting offers, new ventures, job inquiries, expertise requests, business deals, reference requests, getting back in touch
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