I love being a leader in a financial advice practice that profoundly makes a difference in client’s lives.
There is nothing like the personal satisfaction of providing people with clarity and relief in difficult and challenging times. I have been in financial advice since 2003, and being able to use my knowledge and experience to provide clarity to our clients gives me a great sense of fulfilment.
As a partner in JBS Financial, I enjoy my leadership role and get great pleasure in helping our team members develop and progress in their career paths. I’m passionate about the ongoing mentoring and leadership role that I provide to the team. It’s a pleasure to see our team excel.
Australians need financial advice. My drive is making sure that our clients are following the right path to allow them to achieve their dreams and achieve their financial freedom number.
If I were sitting and chatting with ‘young Warren’, I would say, pay yourself first, because if you save what is left over, there is rarely anything left to save. I was lucky; my parents educated me early in life about the importance of money and the value of saving.
While I have been personally successful in both sport and business, my wife Kristyn and my three children, Riley, Lucy, and Phoebe, are my biggest achievements.
I feel a sense of achievement when I challenge and coach people to help them reach their goals. I love sports and I love being part of a team. Outside of leading the JBS team, I loved being the captain of the Growling Frog Golf Club Pennant team and volunteering my time as a coach of my children's footy, basketball, and netball teams. Getting the best out of people is what I do.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe are a fee for service practice which focuses on ensuring that our relationship is clear and transparent. We ensure that our clients understand exactly how we charge and the value that we add to their overall situation.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 19
- First year providing advice 2007
- Years of experience 18
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
JBS Financial Strategists
Level 27, 101 Collins StMelbourne, VIC 3000

Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
JBS Financial Strategists
AFSL 486674
