I have worked in financial markets for over 22 years as an Investment Advisor / Stockbroker with Macquarie Group for a large majority and more recently I took up a new challenge as a Director and Investment Advisor at Franklin Advisory - a boutique investment advice firm. Founded by three professional advisors and being boutique gives us the freedom to access the best of what the market has to offer and ensure we deliver the best outcome for clients.
My focus is to construct and monitor investment portfolios.
I work with you to understand your goals and priorities. I’ll tailor an investment strategy and implement solutions designed to deliver results including maximising returns while minimising tax and risk. I also have access to professionals such as Financial Planners, Accountants and Lawyers who will work with us to develop a holistic Wealth Plan to address any estate, tax, philanthropy, insurance and business succession needs.
I am free to choose products and services that reflect my client’s best interest. My areas of expertise include:
- Australian Equity
- International Equity
- Fixed Interest
- Exchange Traded Funds
- Cash
My fees
At a glance
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Adviser status
Gold
- First year providing advice 2001
- Years of experience 24
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Franklin Advisory
167 Flinders StAdelaide, SA 5000

Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Franklin Advisory
AFSL 495480
