There is a real opportunity in financial planning to lead and innovate. This is something Invest Blue has constantly done and something I’m proud of. Our business provides high quality, tailored advice to our clients that is based on setting a financial plan that allows them to achieve their goals and plans in life. This is also something I’m immensely proud of.I joined Invest Blue as a consultant in 2001 and since then have held advising, strategy and management roles within the business. In 2009 I was appointed Managing Director, having held the role of Director since 2008. I am dedicated to community involvement, and along with Steve Sewell we have established a group of volunteers in Armidale that provide support to St. Vincent De Paul. These volunteers provide assistance with tasks such as moving house, mowing lawns and rubbish removal. I am also a firm believer that community sporting organisations play a large part in bringing a community together and volunteers his time at his local rugby club. My areas of specialisation include Strategic and Business planning, Business and Financial Management, Corporate Governance, Staff incentive programs, Investment research and portfolio construction, Wealth creation strategies, Debt and cash-flow management strategies, Risk insurance strategies, DIY and Self Managed Super Funds (SMSF advice), Succession planningI am a Certified Financial Planner (CFP) and also hold a Bachelor of Agricultural Economics with Honours degree and a Graduate Diploma of Financial Services (Financial Planning) as well as a Masters in Applied Finance and Investment.I am a member of the Financial Planning Association of Australia.
Listed skills include Investments, Portfolio Management, Financial Advisory, Financial Planning, and 13 others.