Summary

I am a senior advisor with over 15 years’ experience providing tailored advice, as an accountant and private wealth advisor. My experience in investment portfolio construction, development of investment mandates, wealth succession planning and estate planning, has led to providing strategic investment advice to High-Net-Worth Individuals and Families, Family Offices and NFP organisations. My approach leverages my experience in accounting and financial markets to provide strategies for each specific client mandate. I hold the designations of Certified Financial Planner (CFP®), Self-Managed Super Fund specialist advisor (SSA®), registered tax (financial) advisor and have also graduated from the Australian Institute of Company Directors program (GAICD) and the Executive Leadership Program from Harvard Business School.