“I am committed to providing you with professional advice and personal service to help you achieve your goals and build a secure financial future”. Developing and maintaining ongoing supportive relationships with my clients is a major priority for me. While I can help you with your broader financial needs, I have a special focus on residential and commercial property lending.
I’ve had 27 years experience with several major banks in the financial services sector, including five years in real estate sales. I’ve established solid relationships with a number of lending institutions to ensure that my clients get the best possible solution tailored to their individual requirements.
Continuing education is highly important to me. I’m a Chartered Accountant, an Associate Member of the Real Estate Institute and have recently completed a Diploma in Business Studies (Personal Financial Planning). With these credentials, clients can be confident that their financial needs will be appropriately assessed prior to making a final recommendation.
I live on a rural lifestyle property in Albany with my wife Gail and three teenage children.