Director & Senior Adviser, CFP® / Grad,Dip (Financial Planning) / BBus (Eco/Finance)
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.