“People hire me for one specific reason: to provide independent financial advise they can trust. I have a skill in advising how to manage family wealth and to fund your dream retirement. My purpose is to give my clients certainty and to remove their worries.
I see my role as a professional advisor is to put your interests ahead of mine; to tell the truth even if that is uncomfortable; to keep information about you confidential; to adhere to the highest ethical standards; and to provide trusted, independent financial advice.
A large part of my job is to explain complex finance issues to you in plain English. I read a lot. I enjoy finance. I write a lot. Writing about stuff helps me better understand and then I share it with my wonderful clients.”
“I love coffee, I have a dog named after Benji Marshall, I knew I wanted to work in finance at age 17, my favourite food is lasagne, I love history, I’ve worked for 3 investment banks in 3 countries, I’m good with numbers, I grew up by the beach in Dee Why; I own a Roman coin minted in 350AD; I’m terrified of heights, and I’ve travelled to 35 countries (so far)”
“I just hate heights. My wife thinks it’s hilarious but you can’t drag me near the edge of a building. Having said that, against every fibre in my being I forced myself to jump out of a perfectly good plane and out of a cable car in the Swiss alps. Notch one up to the overwhelming strength of peer group pressure – my friends were with me in the plane and had leapt out of the cable car in Interlaaken when they were there.”
“Running madly through the streets of Pamplona with 6 of the largest bulls I have ever seen running right behind me was another particularly scary moment. When you’re on a tour with your rugby team to Spain this sort of crazy thing somehow makes sense at the time.”