As founder and CEO at Centaur Financial Services my focus is on leading the Centaur team, lifting the standard of our profession, and making sure every client who walks through our doors leaves feeling calmer and more confident about their financial future.
Early in my career, I worked closely with Noel Whittaker during the Global Financial Crisis. Markets were falling, clients were anxious, and I saw firsthand what it meant to be the calm voice in the room. That experience still influences how I lead, particularly in periods of uncertainty.
I started Centaur in 2009. Many of the families who trusted us in the early years are still with Centaur today. Now we're working with their children, and in some cases their grandchildren. Seeing the ripple effects of good advice across generations is something I'm deeply proud of.
I've been fortunate to receive industry recognition, including Barron's Top 100 Adviser, IFA Investment Adviser of the Year, and eight consecutive years on the FS Power 50. I regularly share perspectives on The Australian's Money Puzzle podcast and in Money Magazine, the Financial Review, and The New Daily.
πππ’π¨π§ CENTAUR FINANCIAL SERVICES
Centaur Financial Services is a Gold Coast financial planning practice helping professionals, retirees, business owners, and investors make confident wealth decisions.
Based in Robina and serving clients across Australia, we're proud to be one of Australia's most awarded advice firms. We specialise in retirement planning and back it with institutional-grade investment capability
We think about retirement and being rich differently.
Retirement isn't a finish line. It's a point in time when you have total freedom to decide how to spend your time. It's about choices.
And being rich isn't something you aim for in the future, measured only by bank balances. A rich life is living with meaning and zero regrets, all the way along. It's Exciting adventures, shared experiences, treating yourself and your family without second-guessing every decision.
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- professionals 5-10 years from retirement
- business owners planning their exit
- retirees fine-tuning their finances for peace of mind
- lump-sum investors future-proofing windfall
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β The clarity to know exactly when work becomes optional
β The confidence to spend without constant second-guessing
β The peace of mind that your money will last the distance
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Thereβs no shortage of hype about money. Hot tips. Fast wins. Bold promises.
We donβt do any of that.
Since 2009, Centaur Financial Services has guided hundreds of clients through lifeβs biggest transitions with a proven approach.
β We solve problems.
β We simplify lives.
β We deliver confidence.
Thatβs the Centaur way.
BOOK A MEETING
π 07 5559 5760
π centaurfinancial.com.au
Expertise
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 13
- First year providing advice 2004
- Years of experience 22
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Highest qualifications
- Master of Business Administration
- Master of Financial Planning
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Language spoken
- English
Centaur Financial Services Pty Ltd
The Rocket, Suite 1103, Level 11, 203 Robina Town Centre DrRobina, QLD 4226
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Abundant Wealth Partners Pty Ltd.
AFSL 564749