I am an Actuary by training and have been working in Financial Services since 1987. I have a deep knowledge of markets, having been deeply involved in the structuring and distribution of equity, debt and hybrid products. I started working as a Financial Advisor in 2012.Private Wealth Partners is a self-licensed, privately owned financial planning firm offering advice to professionally minded people. We provide comprehensive advice covering investments, asset ownership and protection, superannuation, tax debt, insurance and tax planning.I joined Private Wealth Partners as a senior financial advisor as I am attracted to the collegiate culture, the teams expertise, their approach to investing and dedication to a high level of client service.I really enjoy using my technical skills in a way that can make a difference to my clients lives and helping them optimize their financial position, so they can do all the things they enjoy making work optional as soon as possible. I have loved giving clients the confidence to stop work and start enjoying retirement. It is practically emotionally rewarding being trusted to act as a sounding board for smart people.Some of my specialties • Understanding of tax and how this applies to High-Net-Worth people through the various investment structures used. Ensuring this are set up the right way and usage is optimised through time.• Understanding the use of Everett Assignments for Professional firm Partners, understanding the benefits and practicalities of implementation including ongoing advice around asset allocation and movement of funds• Use of Retirement Income Products to maximise age pension entitlements.• Investment analysis, over 25 years’ experience. Great understanding of what different fund managers bring to the table in all asset classes. Understanding of more bespoke offerings such as property syndicates, private debt and private equity.