With over 20 years of experience as a trusted financial adviser, I bring a wealth of knowledge and insight to every client relationship. Throughout my career, I have worked across diverse areas of financial planning, but I have found my greatest impact lies in helping clients prepare for retirement and optimize their retirement strategies. Guiding individuals and families through this critical stage of life is not just my expertise—it’s my passion.
I take pride in building strong, personal connections with clients, understanding their unique goals, and crafting tailored strategies that empower them to achieve both their financial security and personal aspirations. For me, financial planning is more than numbers it's a long term relationship.
As a kid we moved around regional Victoria due to my dads occupation, have now been in Mildura for over 20 years and have a wife Tanya with two boys Tom & Harry.
Tanya works at a local primary School and Tom & Harry are both energetic kids with Sport and Music being there passion.
I am an active member on the Mildura Football Netball club Committee (Secretary) and play Senior cricket with my son Tom which is great fun.
We also love getting away in our caravan with our circle of friends down at the Lake Cullulleraine near Mildura.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2008
- Years of experience 18
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Bridges Financial Services Pty Ltd
47 Pine AvenueMildura, VIC 3500
Meeting methods
- In person
- Phone
- Video call
Licensed by
Bridges Financial Services Pty Ltd
AFSL 240837