I am a specialist wealth advisor partnering select prosperous and up-and-coming private clients and their families, on their journey to enduring wealth.My clients include prominent Australian and ex-South African business people and entrepreneurs - but most are highly discrete.I am a qualified Chartered Accountant and have successfully completed the Financial Adviser Standards and Ethics Authority's qualifying exam.I have 20 years of strategic and executive leadership positions in Private Banking with Investec Bank in Australia and South Africa; and have spent 10 years leveraging that experience fruitfully in partnership with my clients.My areas of advice specialisation include Portfolio and Wealth Management, Superannuation and Retirement Planning, Estate Planning and Risk Management. My qualifications and commercial experience bring unique insights to family entity structuring, shareholder agreements, buy- sell agreements, philanthropy and estate planning; running brainstorming sessions to surface issues prior to the engagement of independent, specialist; tax, legal or accounting advice. I am a member of the institute of Chartered Accountants Australia, the Institute of Chartered Accountants in South Africa, and the Financial Planning Association; and I am registered with ASIC as a 'Qualified tax relevant provider'.
Listed skills include Wealth Management, Banking, Financial Risk, Private Banking, and 25 others.