About Me
I am a Financial Adviser with Wealth Financial in Burnie, Tasmania, and have worked in the financial services industry since 2020.
As an 18 year old I moved to Texas, U.S, to play Tennis at a Division 1 college, whilst earning a degree in Accounting. I spent 18 months working at a large Insurance broker in South Texas before returning home with my now wife and moving into the Financial Advice industry.
I spent 6 years with Mancell Financial Group, working closely with Peter Mancell gaining extensive knowledge and experience in my time.
I am passionate about simplifying clients lives whilst giving them the confidence in how their money is managed. Whether it's superannuation, investments, wealth protection or retirement planning, I look forward to building a career working closely with my clients.
Outside of work, I enjoy sport, family and friends. Alot of my time is spent with my wife and our two young children. I hope to give them a great upbringing, in this great part of the world.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- Years of experience 1
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wealth Financial
62A Emmett StreetSmithton, TAS 7330
Opening hours
- 8:30am – 4:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning Limited
AFSL 234665