Around 28 years back, I crossed paths with Jonathan, a financial adviser, during a BBQ birthday party. When I asked him about his job, he casually replied, "I'm a Lifestyle Architect." His description of how he helps people shape and work toward their life goals struck a chord with me. This encounter piqued my curiosity. Fast forward three years, and I took my first steps into the financial services arena, diving into the world of finance. For 25 years now, I've been lucky to follow my passion for assisting people from all walks of life, making a difference in their life goals and financial well-being. I'm still fascinated by how a person's personality and feelings tie into their money decisions. Understanding this connection is key for any adviser, helping them guide clients toward what truly matters to them. Being able to steer clients toward their important goals and giving them the confidence that they're on the right track is incredibly fulfilling. I genuinely enjoy seeing the best in people and sharing life experiences can be a powerful tool. I've always believed that learning is a never-ending journey, so staying curious and open to new ideas is vital. I've gained these skills and experiences by working with various clients, from individuals to businesses and high-net-worth individuals. I've been a part of both independent financial advice markets and the banking sector. Key highlights ** 2016 CEO Award recipient** ** Financial Adviser of the Year** ** 2014 BT Financial Group Conference Qualifier (top 4 St. George Bank)** ** 2012 BT Financial Group Conference Qualifier (top 10 St. George Bank) **
Expertise
My fees
The first meeting is complimentary
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 10
- First year providing advice 2006
- Years of experience 19
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Highest qualifications
- Advanced Diploma of Financial Planning
- Advanced Diploma of Financial Planning
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Language spoken
- English
Ryker Capital
Shop 127, 158 Day StSydney, NSW 2000

Licensed by
Synchron Advice Pty Ltd
AFSL 243313
