An experienced financial services executive with a history of building financial advice practices into successful, profitable and sustainable businesses. I am responsible for providing leadership and oversight to the Queensland Branches and Branch Managers. In this role, I am responsible for the management of the P&L, strategy, marketing and governance of the Queensland branches. Additionally, I have national responsibility for the Financial Adviser education pathway through the delivery of the Professional Year, Associate Adviser Program and Master Adviser Program.I have a passion for financial markets and thoroughly enjoy keeping abreast of what is happening in the world. I provide holistic advice in strategic asset allocation, portfolio construction and individual investment recommendations. Taking a sensible, long term view and tailoring my advice to the individual goals of my clients has helped to navigate the volatility of markets over three decades. My expertise is often sought by the media to provide economic and market commentary. I am a regular on-air contributor on Ausbiz and previously on Sky Business. My views have been quoted in Financial Review, The Australian, Courier Mail, AAP and online press. I regularly speak and MC investment at conferences and client seminars.Across my career I have advised a broad range of clients including private investors, families, superannuation funds, business owners, not-for-profit organisations, corporations and institutions. I provide my clients with detailed tailored strategic advice on a range of areas including investments, superannuation, structuring, asset allocation, employee share plans, investment strategies, estate planning and family charters.When aiming to maximise returns, risk management and governance is vitally important. I take an active approach to risk management for my client portfolios through rigorous asset allocation and the use of derivatives. In my roles on investment committees and boards, I have been actively involved in implementing risk management strategies, including implementing risk management matrices and policies.Ranked in the prestigious Barron’s Australian Top 100 Financial Advisers list of 2020 and 2021.
Listed skills include Investments, Wealth Management, Portfolio Management, Investment Strategies, and 46 others.
