If you've never used an adviser before - you might be wondering why you wouldn't just go straight to the bank to get your loan. The list of benefits is quite long - so the best thing to do is get started!
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Developing and maintaining ongoing supportive relationships with my clients is a major priority for me, and I am committed to providing you with professional advice and personal service to help you achieve your goals and build a secure financial future. While I can help you with your broader financial needs, my particular area of expertise is in residential and commercial property lending.
I have been involved in the financial services sector for four decades, and have been a financial adviser since 2001. I’ve established and maintain solid relationships with a number of lending institutions to ensure that my clients get the best possible solution tailored to their individual requirements.
Continued education is highly important to me. I’m a Chartered Accountant and have 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.
On the weekend you can usually find me developing the rural lifestyle property in Albany I live on with my wife Gail. I have three children and recently became a grandfather to my second grandchild!