What I do
Simply put, I help people to understand money so they can use it how they best see fit.
I find the best way to do this is to focus on what makes a person happy, which usually has nothing to do with money at all.
From there, it’s relatively intuitive: map out the big-picture objectives, discuss potential options to achieve them, and work together regularly to conquer any steps or hurdles you encounter.
Providing financial advice, educating, coaching & giving people time back regarding their money is still really rewarding & often quite humbling, even after 15 years.
Why I do this
I had a great childhood; I rarely went without. If I weren’t playing a competitive sport, I’d be at a fun, social event of some type. I was even lucky enough to get a private education.
There is one person responsible for all of that: good old Mum. Like a duck, Mum made everything above the surface look easy and fantastic, but it was only when I decided to take a closer look that I realised how hard she was working and how many personal sacrifices she had made to get the financial side in order.
I wanted to learn as much as I could about money because she was spending her time & energy on everything else. I suppose it all stemmed from there.
Who I am
My first words were “Mum,” quickly followed by “put the music on”; it’s been on ever since. My character is always at its peak when there is music playing, and I was so happy when it became apparent that my little boys Ned and Max had adopted the same trait.
My wife, Sallie, and I own a beach house in Jan Juc. It’s a wonderful place where we like to spend time with our friends and family, and we try to invite them down as often as we can. We are planning to spend more time in Fitzroy and Europe, two places where we have lived for a long time and have created many special memories.
Until then, I’m going to live in the moment. I enjoy taking our caravan out regularly, attending local gigs and restaurants, visiting the beach, and watching the Magpies at the ‘G. I’m excited for the day when Ned and Max grow a little older so that they can join us more frequently.
Accolades
Millennium3
– 2021 Professionalism Award Finalist
– 2022 Rising Start Award Finalist
– 2022 Risk Adviser of the Year Finalist
– 2022 Professionalism Award Finalist
Education, Memberships & Associations
Bachelor of Finance
Diploma of Financial Services (Financial Planning)
Member of the Financial Advice Association Australia
Tax Practitioners Board – Registered Tax Financial Adviser
SMSF Accredited
FASEA Accredited
Authorised Representative – Millennium3 Financial Services Pty Ltd