I have over a decade of experience providing strategic investment analysis and advice to some of the world’s leading organisations.
My job is to try and leverage the skills and experience I have gained to successfully design and implement specialised multi-asset portfolios for high-net-worth families, keeping their long-term objectives at the core of the strategy.
I hold a master’s degree in Applied Finance from Monash University as well as a Bachelor of Commerce from The University of Western Australia. I am a Level 2 Accredited Derivatives Advisor and a co-founder of Seneca, where I manage over $300m in client assets.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchAt a glance
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Adviser status
Bronze
- First year providing advice 2010
- Years of experience 15
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Seneca Financial Solutions
Level 4, 125 Flinders Ln
Melbourne, VIC 3000Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Seneca Financial Solutions
AFSL 492686