Principal and Senior Financial Adviser
My role: I founded Lighthouse Financial in 1999 and am the senior financial adviser. I spend most of my days speaking with and answering questions from clients, advising on their progress, and helping them take advantage of opportunities that may be available.
I enjoy talking with clients and hearing about their goals. Being able to think strategically, solve problems, and help simplify things for people, is rewarding. Especially when you see the client outcomes it can produce.
My background: I’ve worked in the financial advice industry since my university days, and progressively took on roles with more responsibility. Eventually I started my own practice, which is the Lighthouse you know today.
- Certified Financial Planner (Logo)
- Diploma of Financial Services (Financial Planning)
- SMSF Specialist Adviser (Logo)
- Bachelor of Commerce (Accounting and Economics) [The Australian National University]
My life: I enjoy travelling with my wife, Kate, and my two children. I love skiing and travel to the snow regularly over winter. I’m also involved in supporting my kids’ activities.
My goals: I’d love to spend more time overseas and be more physically active. i.e. more skiing in exotic locations.