I am one of the original founders of Wattle. I am a experienced financial and investment adviser with expertise in self-managed superannuation funds, superannuation strategies, investment analysis and portfolio construction. I have a thirst for knowledge and further education which allows me to provide well-informed, value adding advice to my clients. I am a career financial adviser, having commenced at the Commonwealth Bank in 2004. I have a Bachelor of Commerce, from the University of Melbourne, a Post Graduate Diploma of Applied Finance and is a Certified Financial Planner. I have also taken on the role as a Facilitator of the Kew Discussion Group of the Australian Investors Association.
I have a keen interest in keeping fit, enjoying trail runs along the Yarra River with my wife Laura, and golden retriever, Margaux, as well as regular basketball games. I am a avid writer, who enjoys editing and writing articles for the Unconventional Wisdom Journal as well as more personal topics like politics, food and day-to-day life. I have been a long-term Western Bulldogs supporter and is a player sponsor. When I am not keeping fit, I can likely be found in one of Australia’s wine regions with a glass of champagne or a negroni, plotting the purchase of a winery, cocktail bar, distillery or all of the above.
‘My parents were my first real clients and remain clients today. My philosophy in building Wattle Partners is to treat every client like my parents, meaning only recommending those strategies or investments that I would be comfortable discussing over the dinner table’.
Drew has consistently provided great advice regarding my financial management. He has guided me through the creation and building of a company as well as the creation and management of a self-managed super fund. I always feel like I receive Drew's full care and attention; he is always clear with his instructions, and I greatly value his knowledge and experience. His company also provide a great amount of information via newsletters, e-mails and podcasts, which I really appreciate, and I think this sets them apart from other firms.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance
Wattle Partners Pty LtdLevel 4, 125 Flinders Ln
Melbourne, VIC 3004
- 8:00am – 6:00pm Monday – Friday
Wattle Partners Pty Ltd