Our expertise includes investments (eg shares and property), responsible investments (ESG, ethical, impact), superannuation (including SMSFs), retirement planning, insurance and estate planning advice.
AFP®, AdvDipFinServ, MAppFin
My career as a financial adviser started in 2008 at a boutique advisory firm, and in 2014, I ventured into starting my own financial advisory business. Having always been in the finance industry, with a previous accounting role at one of the big 4 accounting firms (PwC) and various roles at an international fund manager (ING Australia), it allows me to offer a holistic style and approach of advice to my clients. I am a member of the Financial Planning Association of Australia (FPA), a member of the Responsible Investment Association Australiasia (RIAA), a tax (financial) adviser with the Tax Practitioner’s Board (TPB). I also serve on the Spark FG advisory board and investment committee.
Having worked at a large business previously, I felt client experiences would often take a back seat to the goals of the firm. Although it seemed to be tailored advice, it never really was. Most businesses offer a template solution and if that solution didn’t fit, it was onto the next client. With FinPeak I wanted to build something that understands people with different circumstances and their values. That is what we do here. We are given a challenge, we present choices and together we work through to a solution.
The topic of ethical investments is one that has always personally resonated with me. It is something that doesn’t get brought up enough in financial advice, which is why I am also a member of RIAA who is the authority on ethical and sustainable investments in Australia and New Zealand. You can head to our Ethical Investments page to get a better insight of this evergrowing sector.
I have three kids, two beautiful girls (#girldad) and the other a four-legged kind. The clan pretty much takes up all my time (and money) so I understand how important it is to ensure that your financial goals are addressed so that you can spend more time with your family.