I'm a forward-thinking visionary who sees the big picture whilst honouring tradition.
A Partner and Senior Wealth Manager at EGU, I'm the wealth management expert who gives clients the knowledge and tools they need to achieve their financial goals. With a Bachelor of Business double major degree in Accounting and Financial Planning, I have an in depth understanding of both industries and how they impact on your financial situation. I have passed the Financial Adviser Standards and Ethics Authority (FASEA) exam, I've completed a Certificate IV in Financial Services, and I'm a Tax (Financial) Adviser registered with the Tax Practitioners Board (TPB). To complement these qualifications, I'm also a qualified Justice of the Peace (JP).
"I’m immensely passionate about investing and in particular, compounding. It’s amazing to see the life changing benefits one can achieve as a result of a good financial strategy, an extended period of time and compounding."
My commitment to providing financial advice is demonstrated through my continued education. I uphold the highest standards of compliance and ethics and I'm a member of the Association of Financial Advisers Limited (AFA).
I take pride in being an active member in his local community. I'm a board member of the Teneriffe Festival Incorporated, the New Farm and Districts Historical Association, as well as the Tattersall’s Shooters Club.
I'm a Director and Authorised Representative (AR# 401073) of EGU Financial Services Pty Ltd (ABN# 19 626 684 366) (AFSL# 509564).
My interests include clay pigeon shooting and reading British history literature.
"A truly principled and distinct perspective that makes a meaningful difference to our clients' financial future."
Expertise
My fees
My fees vary depending on the level of complexity of the financial strategy required.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 7
- First year providing advice 2010
- Years of experience 15
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Highest qualification
- Bachelor of Business (Financial Planning and Accounting)
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Language spoken
- English
EGU Wealth Management pty ltd
Level 9, 307 Queen StBrisbane City, QLD 4000

Opening hours
- 8:30am – 5:00pm Monday – Sunday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Egu Financial Services Pty Ltd
AFSL 509564
