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I've always enjoyed helping people with their financial affairs, starting from when I was a teller in a large bank in 1987 to becoming a financial planner in 1996.
I moved from the UK to Darwin in 1999, where I married a local girl. When I arrived, I continued in my role as an adviser with a small local practice. I then spent a few years working at the Commonwealth Bank, again helping clients achieve their goals and dreams. I joined the team at All Financial Services in 2007 and soon realised this was where I wanted to spend the rest of my career. So in 2007–08 I became a partner in the company.
I truly believe that we offer our clients a unique experience in the financial planning world. Our simple aim is to improve the quality of people's lives through a living financial plan.
Feedback from clients suggests they feel they can be open and honest with me because I can empathise and relate to the issues they are facing—we are here to listen.
I've recently been undertaking pro-bono work with the Cancer Council NT by helping people living with cancer to manage their financial affairs, whether that's assisting them with insurance claims, accessing superannuation benefits or helping them with Centrelink entitlements. It's rewarding for me knowing I can make a difference to families with the work I do.
About my picture: it reflects the changes I made early 2014 when I turned my life around with a much-needed fitness campaign. I've now started competing in long-distance swims and triathlons I believe in the healthy body, healthy mind.
- Advanced Diploma of Financial Services (Financial Planning)
- Financial Planning Certificate (UK)
AFP® Member of Financial Planning Association
Authorised Representative and Credit Representative No 242944. Charter Financial Planning Limited AFSL & Australian Credit Licensee