FinPeak Advisers is a financial planning business that focuses on clients that want a complete solution. At FinPeak we understand that no two people are the same and this is reflected in the innovative solutions we put together for our clients. This is all to ensure that you achieve in ‘living your best life.’
We collaborate with some of the largest investment managers and businesses locally and from around the world which makes us large enough to leverage better opportunities for our clients but small enough to meet each individual’s needs.
We have a collaborative approach to advice and work closely with other professionals including accountants, lawyers, mortgage brokers, property specialists & investment bankers to ensure that in the end, our client receives a well-rounded service offering. This means that we can help match you with the best specialist in their field.
Our expertise includes investments (eg shares and property), responsible investments (ethical and impact), superannuation (including SMSFs), retirement planning, insurance and estate planning advice. We bring it all together in a tailored, carefully thought out plan and consistently monitor your progress against the backdrop of your goals.
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.