Growing up in regional WA (Esperance) and attending boarding school in Perth taught me early on the value of community, hard work, and genuine relationships. I began my financial markets career in Sydney in 1985 as an Investment Banker with Michell NBD. Over the following years, my journey took me across Australia—heading up Bain Refco’s FX operations and Ord Westpac in Adelaide, managing state and regional operations for AAP Reuters and Dow Jones Telerate in Melbourne, and eventually returning to Adelaide to practice as a Stockbroker.
Driven by a desire to make a direct, positive impact on people's lives, I transitioned into Financial Planning in May 2001. Today, as part of the Personal Financial Services (PFS) network, I remain committed to providing non-bank aligned, conflict-free advice grounded in mutual trust, transparency, and dependability.
With over four decades in financial markets and more than 25 years as a dedicated financial planner, my goal is simple: to help you gain clarity, navigate financial complexities, and build a secure path toward your personal goals.
I welcome the opportunity to connect. Feel free to call (08) 8130-5500 to arrange a complimentary initial consultation to discuss where you are today and where you'd like to go.
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 26
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Highest qualification
- Diploma of Financial Planning
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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