Professional Biography
I specialise in helping business owners and high net worth individuals in the region and I find real purpose in it
How do you describe what you do?
I create personalised financial plans for Business Owners/Entrepreneurs and High Net Worth individuals, utilising my network of professional legal and tax advisers to cover all avenues of advice for a complete solution.
What's next for you professionally?
Developing a regional reputation providing Business Protection advice alongside pre and post business transaction planning for Entrepreneurs and HNW individuals
What's your area of expertise?
Business Protection for Entrepreneurs, protecting their commercial interests and those of their families. Specialised tax efficient investment advice to maximise current and future opportunities linked to business exit & IHT planning.
Do you have a significant experience that your clients would want to hear about?
Living and working in Brisbane, Australia, spending much of my time in the remote Queensland outback, experiencing first-hand the fascinating wildlife and wilderness it has to offer.
Where's your favourite place to meet with your clients?
With a lifetime history of playing to a high amateur standard and tour professional level, it has to be on the golf course, which is still a hugely important part of my life and will continue to be forever more.
What qualifications and memberships do you have?
- Certified Financial Planner DipFS
- BSc