I live and breathe financial advice, have had a lot of exposure and ideas from many different advice backgrounds. From this experience, I have an excellent understanding of what works and what doesn't in advice and have learnt how to employ a variety of approaches to benefit my clients.
I have been a self-employed Financial Adviser and business entrepreneur since 2012. Before giving advice, I was running the back office of an advice business, and growing up in a household with both of my parents running an advice business has meant financial advice has been dinner table talk for me my whole life.
What this means to you is that I live and breathe financial advice, have had a lot of exposure and ideas from many different advice backgrounds. From this experience, I have an excellent understanding of what works and what doesn’t in advice and have learnt how to employ a variety of approaches to benefit my clients.
I was first registered as an adviser in 2012 at the age of 20, making me the youngest adviser of my licensee group and was one of the youngest in the country. Over the next few years, I completed a post-graduate degree in BA and Strategic Leadership, became a tax financial adviser and built a good-sized financial planning business in Melbourne, before deciding on establishing Wealtheon and going out on my own.
As a family business, Wealtheon is moving into new ground in customer service. This was recognised in the 2021 Independent Financial Advice Excellence Awards where I received the award for Client Service Individual of the Year and was a finalist in six categories. In 2020, I was a national finalist in two categories. My purpose is to give clients financial advice with service they won’t find anywhere else.
During my years in financial advice, I’ve worn every hat in our business…
I’ve painted the walls, put out the bins and vacuumed the floors, paid the accounts, done the HR, all the way through to developing strategic planning & ‘big picture’ thinking! I have spent hours filing and note-taking, all of which has meant that I have a fully rounded knowledge of our whole process and industry back to front.
I have spoken to thousands of people about their money and personally helped hundreds of clients just like you through good times and bad times with great success.
So when I talk about tax, investments, super, protection and debt issues, I come from a place of real-life experience, not just theory and numbers. My experience means I can ‘fast-track’ some quick wins that you can implement straight away.
I’m growing my own family, wealth and investments and understand what it takes to get the family and work-life balance right. I want to help you get your own balance right so you can grow and protect your family and wealth without missing out on all of the good stuff in between.
In my time outside of Wealtheon I run a small vineyard with my wife Lauren, with the aim to produce delicious wine that I can share and watch people enjoy. I am also developing a boardgame called Drunk Business, and have a podcast in the works as well.