Growing up in regional WA (Esperance), experiencing boarding school in Perth, I moved to Sydney to start my career in financial markets in 1985 as an Investment Banker, with Michell NBD (who merged with First Chicago NBD and then with Bank One). I moved to Adelaide to head up Bain Refco's FX operations and later Ord Westpac, then onto being State Manager of AAP Reuters which was followed by a brief stint in Melbourne as Regional Manager of Dow Jones Telerate before moving back to Adelaide as a Stock broker. All the while increasing my knowledge in financial markets which took me on to to start Financial Planning in May 2001 as I continue to do so today.
In 2007, I joined Australian Unity Personal Financial Services Dealer Group as I felt they met my needs, being non-bank aligned and having Community roots back to 1840 when one of their forebears Manchester Unity was established as a friendly society whose purpose was to provide assistance to members who suffered financial hardship. It was a service based on mutual trust and dependability and it is an ideal Australian Unity still holds true today.
Appointments can be made by phoning (08) 8130-5500 for a free first consultation to see how we can mutually work together to reach your financial goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchOur fee structure at Plus7FM is completely negotiable if you would like a flat fee or based on a percentage of funds under management. You don't pay anything until you are ready to proceed with advice. I offer 'once off' fee for service as well as well as sporadic once off advice.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 8
- First year providing advice 2000
- Years of experience 25
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Highest qualifications
- Diploma of Financial Planning (1-8)
- Diploma of Financial Services
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Language spoken
- English
Plus7 Financial Management
Suite 1, 1 Alexandra AveRose Park, SA 5067

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Personal Financial Services Limited
AFSL 234459
