APW Partners provide strategic financial planning and wealth management solutions to families and individuals who wish to partner with an Adviser that will act as their Fiduciary first and foremost. In simple terms our role involves providing leadership and guidance through the many varied complexities of life, including the ever changing rules and regulations governing the ownership and control of assets not only for today but in many cases for future generations.Principal Adviser Working primarily with families and individuals with significant financial complexity and wealth management needs. Responsible for listening and understanding client needs and then managing / coordinating a professional team of specialist advisers to provide a seamless solution that addresses long term strategic planning, investment management, asset protection, tax structuring, accounting & compliance, estate and inter-generational planning, and philanthropy.Responsible Person & TrusteePrivate Ancillary Funds (PAF) Broad experience in establishing private foundations for families, constructing investment policy, gifting policy and overall management / administration of the foundation in collaboration with the family.Asset Class Investors Group (ACIG)Association of 9 Wealth Management Firms (7 Australian + 2 New Zealand) that meet semi annually to benchmark business operations, financials, client investment strategies. Firms represent 3,000 clients, $3billion of funds under management, and has been operating since 2002.Qualifications | Specialties: Certified Financial Planner (CFP)Accredited Investment Fiduciary (AIF)Self Managed Super Fund Accredited Specialist (SSA)Member of the Financial Planning Associate (FPA)Member of the Self Managed Superannuation Fund Professionals' Association of Australia (SPAA)

http://www.globalassociationofindependentadvisors.com GAIA is a global network of leading independent financial advisory firms, committed to bringing the highest fiduciary standards and world class solutions to clients. GAIA firms share best practices and learn from each other, so as to better serve clients in a fiduciary capacity.All member firms are required to attain the Accredited Investment Fiduciary® (AIF®) Designation as governed by the Center of Fiduciary Excellent (CEFEX - www.cefex.org). Those who earn the AIF mark successfully complete a specialised program on investment fiduciary standards of care and subsequently pass a comprehensive examination. AIF designees demonstrate a thorough understanding of Prudent Practices for investment Advisers and Stewards.

Former Executive Director and Responsible Office for the various AFS Licenses held by the firm. Principal Wealth Adviser to a portfolio of clients. Former Chair of the Investment Committee.