I oversee the day-to-day management and development of the business including our investment committee. In addition to my management duties, I also advise a portfolio of high-net-worth clients / families.
I am a past regional chairman for the Institute of Financial Planning (now CISI) and the CISI Accredited Firms Steering Committee. I am also a Chartered Wealth Manager, Chartered Financial Planner and Certified Financial Planner.
I have been advising clients since 1996 and specialise in high-net-worth families and business owners.
Away from work I enjoy a range of activities such as tennis, golf, and skiing.
I can breakdown and simplify complex financial arrangements for clients and their families. This provides them with clarity and a sense of purpose.
I’m an early starter and you will often find me at my desk around 7:00am!