I am an experienced financial adviser with 18 years’ experience in the Financial Services industry, advising clients such as business owners, wealthy families, Not For Profits and Foundations. I’ve also held Secretariat and Trustee representative roles for several key charitable Foundations and Trusts.
At WealthGen Advisers, we want to help you better understand your finances, whether achieving your goal of owning your first home, provide for your children’s education or maximising your retirement nest egg. We want to put you at ease that your financial affairs are in order.
We work together to understand what drives you, your values, fears, desires and aspirations. We want you to live a fulfilling life by making better and more informed financial decisions, as we work together to manage your wealth across the generations.
My great grandfather was a successful baker who earnt his crust by making quality breads. Our Know Your Dough (KYD) program helps you become financially empowered and make a difference in your life.
I hold a Bachelor of Engineering (Hons) and Commerce (Finance) at ANU and an Advanced Diploma in Financial Services (RG146). I also hold a Certificate IV in Finance and Mortgage Broking. I am a Financial Planning member (FPA) and an Associate Member (FBAA). I am currently completing a Masters of Applied Finance specialising in retirement.
Reach out to me if you would like to chat further, even if the matter is small.