- Advanced Diploma of Financial Services (Financial Planning)
- Masters of Commerce (Financial Planning)
One thing you would like to see improved or changed in the industry?
To make it easier for clients to differentiate between the sale of financial products and quality, independent advice. This involves the correct labelling for agents/brokers on the one hand and planners/advisers on the other.
The areas on their finances or economy that worry your clients the most?
Many of our clients are concerned about their children’s futures including issues such as housing affordability, the impact of future inheritances and work security.
What's the strangest question a client has ever asked you?
It wasn’t strange but it was interesting, a prospective client asked to speak with someone who was no longer a client.
If you could get three things into consumers' heads about what advisers do or don't do what would they be?
1) The role of an adviser is to alleviate your financial concerns – if that isn’t happening, it may be time to look for another advisers.
2) Not all advisers are the same and you should treat selecting an adviser like a recruitment process. It’s important to get clear about what your objectives are, what role you want them to play and the remuneration model that will create the most alignment for your objectives.
3) The logic and mechanics of money needs to be integrated with purpose and emotion – a plan will be deficient if only deals with one and not the other.
How do you describe your job at BBQs?
I provide financial advice to help alleviate burdens linked to money.