Originally from Woy Woy, up on the Central Coast, I attended Morisset High School & Brisbane Water Secondary College.
Growing up I wanted to be captain of the Australian Cricket team and bowl like Warnie. Much of my youth was spent travelling all around NSW playing in representative sides and local Grade cricket.
Since starting in the financial advice industry in 2011, I have a developed a deep commitment and passion when it comes to assisting my clients live out their ideal lifestyle, free of financial stress and anxiety.
I work very closely with my clients and their families, assisting them to grow their wealth, provide for their families, protect their wealth in case their worst-case scenario ever becomes reality, and preparing them to live their best life in retirement.
I am highly qualified though my Masters (Financial Planning) degree and accreditation in many specialist areas of financial advice. I apply this knowledge in an easy-to-understand manner which allows my clients to feel highly engaged and empowered to make informed decisions when it comes to their wealth journey. I believe quite strongly in the power of education and will continue to complete further study in related fields throughout my career.
Outside of work I am a dedicated family man to my beautiful wife, Thalia, and darling son Thomas (Tommy). My family is everything to me and why I passionately strive to be the best in my field.
Expertise
My fees
Initial Advice Fees will range from $6,000 to $10,000 in most instances. The fee may be higher if the advice incorporates additional tax entities (SMSFs, Family Trusts etc).
Fixed Term Service Fees will range from $4,500 and $9,000 p.a. The fee may be higher if the advice incorporates additional tax entities (SMSFs, Family Trusts etc).
At a glance
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Adviser status
Bronze
- First year providing advice 2015
- Years of experience 10
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
A & R Financial Planners Pty Ltd
1 The BroadwayPenrith, NSW 2750

Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Viridian Advisory Pty Ltd
AFSL 476223
