ABOUT ME AND MY WHY
I felt compelled to start Strategic Wealth as I knew that financial planning needed be taken to the next level. I believe that the best financial advice is independent of product providers, free of conflicts, is unbiased, and solely in the best interest of clients.
(This is why I'm part of the Profession of Independent Financial Advisers)
I wanted to enable people to come to Strategiq Wealth to receive smart and effective advice that would allow them to have their one best financial life. I wanted the advice to be based on proven, data-driven, straightforward strategies that are easily understood and deliver a greater chance of success.
I started in financial planning in 2004 after returning from volunteering in Ghana, West Africa. I decided then that I want to work in a profession where I could have a positive impact on others. Financial planning stood out as I've always been good with figures and its about working with people.
I've now been a financial planner for over 15 years and along the journey achieved my Certified Financial Planner accreditation.
As part of being a financial planner, I get to know a lot about other people and their lives. It is only fair that you get to know about me. I grew up in Adelaide and completed my university degree at the University of South Australia in the mid nineties. Since then, I've worked both in Adelaide and Sydney. I returned to Adelaide in 2013 because of the great lifestyle it offered when raising a family.
I'm now part of one of those modern blended families. Between my wife Ursula and I, we have four children. On Saturday mornings you'll find us at our local Parkrun event, either walking or running the 5kms.
The great part of financial planning is getting to met wonderful people that all have their own challenges and aspirations for their financial lives. I'm always honoured to be a trusted part of their journey.