Before establishing Oak Financial Planning in 2008, I worked for a number of leading banks and investment organisations, both in Australia and overseas.

I have been a financial planner for over 10 years and am passionate about helping clients realise their aspirations. I hold a Bachelor of Commerce from The University of Melbourne and am a member of Mensa Australia.

“Like all good advisers, I’m a firm believer in moving clients through a formal process to identify and achieve their targeted goals. But I’m not content to establish a set-and-forget strategy and hope for the best. With a well-resourced team of specialist colleagues to draw from, I have my finger on the pulse of investment opportunities, the economic climate, regulatory change, new product initiatives and potential risks to avoid. I bring energy, passion, and a drive to succeed to my professional relationships, and I take a personal vested interest in the success of those who trust me with the responsibility to be their financial guide.

Strategies such as tactical trading in direct shares and managed funds enable us to take advantage of market opportunities. A competitive market provides opportunities to seek cheaper pricing, better quality and special offers from product providers and intermediaries.

I can tap in to broad and deep network of collegiate professionals for specialist advice as required at any time. I’m a genuine ‘point man’ who can best navigate the complexity and fast-pace of a modern, global financial industry.”