- Certified Financial Planner (CFP) accredited member of the Financial Planning Association (FPA)
- Associate or higher membership of Financial Institute of Australia
- Australian Financial Planner member of the FPA
- Practitioner member of the Association of Financial Advisers
- SPAA Specialist Accredited member of SPAA
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Masters in Financial Planning
- I hold an undergraduate degree in business, finance, accounting or economics related discipline: Finance Advice
- I hold other undergraduate degree: Education
- I hold a postgraduate degree / dipoma in business, finance, accounting or economics related discipline: Finance Advice
Best thing about being a financial adviser?
It’s taught me that relationships are more important than money. In fact the better your relationships are the greater your success will be; this will show up in the areas of your health, finances, opportunities, quality of life and ultimate freedom.
One thing you would like to see improved or changed in the industry?
The industry associations to perpetually be working together as a united profession, reinforcing the value and need for advice throughout ones important life events i.e. starting a job, family, business, home, retirement, aged care, and estate.
The areas on their finances or economy that worry your clients the most?
Understandably based on past economic conditions and our industries failings clients remain risk adverse, however the clients I speak with also accept the need to take on some risk in protecting against inflation and increases in cost of living.
Regardless if one invests or not there will always be political, economic, market and legislative events occurring outside of our control. With this in mind we actively help our clients improve what is within their control, and doing so ensures they worry less and have a higher level of confidence… with all the benefits that come from this.
What's the strangest question a client has ever asked you?
Before Bitcoin a client once asked if they could pay for my services with Barter Card Credit Points.
If you could get three things into consumers' heads about what advisers do or don't do what would they be?
1. Advice and ongoing service are two different offers. They need to be presented and understood by consumers (and advisers) in this light.
2. Independent advisers work solely for you the client, not a product provider, not ourselves but YOU the client.
3. Just as much in helping clients make smart choices about their money, the greater value of an adviser is protecting clients from making dumb financial choices.
How do you describe your job at BBQs?
Just like building a house you can do it yourself, be the project manager or hire an architect and their team. So we simply help you build you home your way.
From experience however I have often seen DIY never finish their grand plan or they run out of money.
I’ve seen project managers often spend too much time and money trying to compare, manage and coordinate all different specialists. Those who hire architects enjoy being involved in the planning and design and be given formal update and progress meetings along the way. They have high expectations of character & competence of their architect and team, however they also have greater certainty that their house will be finished on time and on or under budget than the DIY or project manager builder.