AR 000437116
AR 1007188
I’m an experienced Senior Financial Adviser who has been providing personalised financial advice in Adelaide since 2008. I’m degree qualified and have held the highest professional designation (Certified Financial Planner) since 2012.
Originally from Scotland, I went to Edinburgh University where I completed an honours degree in Commerce. I soon found out that although I love working with numbers, I enjoy meeting and helping people even more! I’m therefore fortunate that as a financial adviser, I can enjoy the best of both worlds.
My strengths lie in helping to identify your goals and giving you a positive sense of what the future can hold. I enjoy helping you make the most of your money and being there for the big decisions in life.
I live in West Beach with my wife Julie and two children, Callum and Evie. I love the fantastic lifestyle here and coming from Scotland, I’ll never get bored of our blue sky days! In my spare time, I like to go to the beach with our 2 dogs Monty & Ziggy, attending local events or going to watch Adelaide United play.
I have over 13 years’ experience as a Financial Adviser, providing advice to clients with a diverse range of financial needs and assisting them to make informed financial decisions.
I am passionate about what I do and enjoy seeing the benefits quality financial advice makes on the lives of my clients.
I specialise in wealth creation strategies including investment, superannuation, personal protection strategies as well as pre and post-retirement planning.
I am excited to be part of an adviser owned practice with a focus on putting clients first. My wealth of experience and knowledge, coupled with my caring nature and professionalism makes a meaningful difference to the financial wellbeing of all my clients.
I’ve lived in Adelaide all of my life and currently reside in South Brighton. Outside of work I enjoy spending my spare time with my family, including two young children, catching up with my friends and watching many sports, including AFL & Basketball.
