I commenced working in the financial services industry in 1994. I've been a financial adviser and proprietor of our Planning practice since 2009.
Prior to joining the Financial Planning industry, I spent 14 years working in Global Investment Banking. The majority of the time as an Equities & Convertible Bond Dealer to Institutional and Hedge Fund clients, including a total of 9 years based in Tokyo, New York and London. I graduated university with a Bachelor of Business (Finance and Accounting).
I believe my business is unique due to strong focus on genuine financial and life planning. My extensive back ground in financial markets and deep understanding of investment risk provides a powerful skill set to build high quality, well diversified investment portfolios, helping clients to achieve their financial goals and assisting them in realising their life dreams and aspiration.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchRecent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 37
- First year providing advice 2009
- Years of experience 13
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Highest qualification
- Bachelor of Business (Accounting and Finance)
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Language spoken
- English
Providence Advisory Group
Level 9, North Tower, 1-5 Railway St
Chatswood, NSW 2067Opening hours
- 8:00am – 2:00pm Friday
- 8:00am – 6:00pm Thursday
- 8:00am – 7:00pm Monday – Wednesday
Licensed by
FYG Planners Pty Ltd
AFSL 224543