Before becoming a Financial Adviser, I spent 5 years working extensively as a Chartered Accountant with both family offices and Big 4 accounting firms.
I worked closely with families on their group tax structures, SMSFs and transition of wealth strategies which included advice on preferred restructuring and governance solutions (e.g. responsibilities of trustees or directors within a structure).

I focus on using these skills to advise our high net worth clients on building and protecting the wealth they have earned.
I also work closely with our finance and wealth management teams to advise on the best solutions for structure, finance and asset selection in their financial strategies.

Outside of the office I participate in rowing and am still involved at the Melbourne University Boat Club. My wife and I recently had our first child, whom I’ll ensure will also be an avid Demons supporter.

Financial Advice is all about people – building and growing relationships and helping them make the most out of today and make a better tomorrow. For me, there is nothing more rewarding than being able to develop a relationship with clients, understanding who they are and what they want and then taking them on that journey through our advisory relationship.

I listen to clients and work to grow a trusting relationship, whilst developing a strong understanding of their lifestyle, goals and needs. I then show them how to achieve dreams that they didn’t know were possible. Asking the right questions to uncover their personality and how they use and respect money is critical to developing the right financial strategy and plan for them, including all the tangible strategic benefits of minimizing tax, maximizing short and long term income and sustainably building or retaining wealth. From there it’s about maintaining the relationship, helping them stay on track to realise their goals in the long run.

Away from work, I’m a big people person and love spending quality time with my wife and two daughters with our family and friends. When not at home, you’ll often find us at the cellar door of new wineries or craft breweries or staying active on long walks/hikes. Other than that, I’m still hoping for the Dees to finally make another AFL Premiership!

I founded the financial planning arm of Choice Capital back in 2005 after a long career in Big 4 bank world. Like Christian from Beulah, my goal has always been to build a full suite financial services firm, so given the long working history and how well the culture of the two teams clearly aligned, the merge was a natural progression.

Although my main focus is now on building the business and developing the team leaders, I still look after a core group of clients to ensure my perspective and advice style stays relevant. This is a fast-moving industry and I’m excited to drive our growing team forward and improve our client experience. From our wealth portal app to our digital tap and save business cards, we’re always looking for ways to enhance our tech stack and become early adopters of new technology.

For me this is the best job in the world, no two days are ever the same as no two clients are the same. Helping people formulate a financial path forward, and seeing the benefits over time is what it’s all about. This is a challenging but ultimately rewarding profession where people place their trust in us, and we work hard to ensure we repay that faith with financial certainty and peace of mind.

As well as staying on top of strategies, products and regulatory changes, the real key to success is having a deep understanding of the clients ultimate goals and often helping them understand what those goals look like. This is achieved through asking the right questions, and actually listening to the answers!

Away from work, I’m generally still thinking about work – but that’s the price you pay for running a business! Aside from work, I’m generally training for the next endurance event. Having already completed the Melbourne Ironman, North Face 50km trail run and Three Peaks 235K bike ride, I’m always on the lookout for the next challenge both personally and professionally.

I joined the team in February 2021 after completing my Bachelor of Commerce/Arts at Monash University. Working in client services, I pride myself on providing the best service possible for our clients and taking care of the wider team too.
With a strong interest in financial planning, and a desire to become an adviser in the future, I am thoroughly enjoying working with, and learning from our financial planning team.
Like most of the team, in my spare time, I love to dine out with friends, bake for our team’s exclusive “chocolate club”, and go for long walks.