I am a Chartered Accountant with over 15 years of experience working for accounting firms and banks in Brisbane and London. I moved into wealth management to pursue my interest in equity markets and assisting private clients.I also work as part of a team within Ord Minnett with Tom Rylance, John Erzetich and Gina McIntosh. We provide full service stockbroking, financial planning, funds management, superannuation and retirement advice and estate planning. Our different yet complimentary knowledge base enables us to provide progressive wealth creation solutions tailored to private and corporate clients.
Listed skills include Investments, Superannuation, Retirement Planning, Stockbroking, and 5 others.