I am a Director and Senior Financial Adviser at Evalesco Financial Services. For as long as I can remember the instinct to protect has always been there for me, whether it relates to my family, friendships, my time on the beach as a lifesaver, or now as a financial adviser for those planning for or in retirement.Planning for, and making the decision to retire is something that our clients only do once, but it is something that we manage daily for those in the Evalesco… Show more I am a Director and Senior Financial Adviser at Evalesco Financial Services. For as long as I can remember the instinct to protect has always been there for me, whether it relates to my family, friendships, my time on the beach as a lifesaver, or now as a financial adviser for those planning for or in retirement.Planning for, and making the decision to retire is something that our clients only do once, but it is something that we manage daily for those in the Evalesco family.I truly love knowing that the guidance and financial leadership we provide allows our clients to spend more doing the things that they love, whilst we manage and protect the assets and legacies it has taken them a lifetime to build.Outside of being a devoted Dad, Hubby and Adviser at Evalesco, I love anything to do with skiing, gadgets, fun runs, rugby and also consider myself to be a bit of an ideas man!Evalesco Financial Services Pty Ltd is a Corporate Authorised Representative of Australian Advice Network Pty Ltd. Show less

I absolutely love sharing my vision for Financial Advice, Leadership and Social Business on stage. The reason it's so easy to talk about some of these topics, is that they are all topics I am passionate about and truly LOVE! If your team of advice professionals need some guidance, or if you would like me to create an experience just for your group, then please get in touch.Financial Advice for Gen X & Y | Financial Leadership | Social Advice | Indies v Instos | Marketing +… Show more I absolutely love sharing my vision for Financial Advice, Leadership and Social Business on stage. The reason it's so easy to talk about some of these topics, is that they are all topics I am passionate about and truly LOVE! If your team of advice professionals need some guidance, or if you would like me to create an experience just for your group, then please get in touch.Financial Advice for Gen X & Y | Financial Leadership | Social Advice | Indies v Instos | Marketing + Communication for Financial Advisers Show less

I am a Member of the Investment Committee of AAN Asset Management (AANAM) and fulfil the role of an Analyst, and have done so since 2017. I am involved in manager research and selection, strategy, and strategic asset allocation advice for the AAN Investment Models and led the build process for the AAN Sustainable Growth Model. Funds management is normally about performance verses the peer group. AANAM does review relative performance but is designed for advisers by advisers, and… Show more I am a Member of the Investment Committee of AAN Asset Management (AANAM) and fulfil the role of an Analyst, and have done so since 2017. I am involved in manager research and selection, strategy, and strategic asset allocation advice for the AAN Investment Models and led the build process for the AAN Sustainable Growth Model. Funds management is normally about performance verses the peer group. AANAM does review relative performance but is designed for advisers by advisers, and advised clients. It is attractive to clients looking to minimise capital depreciation as well as access to capital appreciation. This conservative approach has been successful in creating very positive returns for our underlying clients, outperforming many larger and better resourced teams. The key has been finding best of breed investment options in each of the underling sectors and a disciplined approach to their selection and management. Show less

I believe that George Street is a perfect representation of the sharemarket. Think about it, the first time you walk along George Street you would consider that it is chaotic, busy, congested and to the uninitiated a little dangerous. However it’s also a living, breathing marketplace full of fantastic businesses, employing millions of people that serve us each and every day.Just like the sharemarket!To bring some personality and colour to the benefits of investing in businesses… Show more I believe that George Street is a perfect representation of the sharemarket. Think about it, the first time you walk along George Street you would consider that it is chaotic, busy, congested and to the uninitiated a little dangerous. However it’s also a living, breathing marketplace full of fantastic businesses, employing millions of people that serve us each and every day.Just like the sharemarket!To bring some personality and colour to the benefits of investing in businesses (on the sharemarket) we officially launched the George Street Index on the 1st of July. The George Street Index (@GeorgeStIndex) was created with a starting value of $100,000 and is made up of 15 fantastic Australian businesses that each of us undoubtedly use every single day of the week (in some shape or form). Show less