An experienced Investment Adviser, Portfolio Manager and Financial Planner with a demonstrated history of working with HNW clients in the financial services industry. Skilled in Investment Strategies, Investment Advisory, Portfolio Construction, Managed Funds, Direct Equities, Leadership and Management. Strong finance and investment professional graduated from UniSA & Kaplan Professional.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2017
- Years of experience 6
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Highest qualification
- Bachelor of Applied Finance
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Language spoken
- English
Canaccord Genuity Financial Limited
Level 6, 26 Flinders StAdelaide, SA 5000

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Canaccord Genuity Financial Limited
AFSL 239052
