With two decades of experience in financial planning and investment management, I work closely with individuals, families and organisations to develop tailored strategies that reflect their financial goals and personal values. Based in Ethinvest’s Canberra office, I bring a strong technical foundation and a collaborative approach to every client relationship.
My background spans private banking, not-for-profit, commercial and retail sectors, giving me a broad perspective and deep insight into the diverse needs of clients. I believe that good advice starts with listening, understanding what matters most to you, and building a plan that supports your long-term aspirations.
Outside of work, I enjoy life in Canberra with my wife and two daughters. I’m a keen cyclist, advocate for sustainable transport, and part time surfer.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchFor our formal advice services, we charge a Statement of Advice fee starting from $3,300 and for ongoing portfolio management we charge a percentage based fee starting at 0.66%.
At a glance
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Adviser status
Bronze
- First year providing advice 2005
- Years of experience 20
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Highest qualification
- Bachelor of Commerce (Finance and Management)
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Language spoken
- English
Ethinvest Pty Ltd
Suite 102, Unit 1-4, 15 Tench StKingston, ACT 2604
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Ethinvest Pty Ltd
AFSL 223718