‘People often say they are lucky; to me luck is where planning meets opportunity.’ (attributed to Roman philosopher Seneca.)
It was by chance that I was introduced to financial planning advice more than 40 years ago. A meeting with a school friend highlighted the importance of people being prepared for the speed bumps in life. He showed me a way to be productive and challenged, while enjoying life and helping people. It reinforced my own experiences at the young age of ten, when my Father passed away.
What I do, is a complete change from where I thought I would be as an engineer, architect or farmer because of my interest and skills in those areas. From that day to this I have met and worked in the financial services industry with people from all walks of life; shared in their stories and shared my own.
Financial advice is a relationship industry and I thrive in it because I like and enjoy people.
It gives me satisfaction to know that I have provided my clients with a financial solution that minimises the speed bumps in life; helping to equip them to have a smoother journey.
I view our client relationships as a long term commitment where we provide help during times of crisis as well as comprehensively servicing individual packages.
I believe that we have to accept that change is inevitable. We go through many different stages in our lives; personally and financially. Understanding how to work with change is the key to success.
Throughout the years I have happily given my time towards animal welfare as the Chairman of the Friends of the RSPCA in Toowoomba and in the Million Paws Walk. I believe there is nothing more loyal and welcoming than your own family pet.
Having been a keen sportsman and a sports enthusiast, for over a decade I was also involved in coaching junior sport.
My background helps me understand and appreciate urban and rural life. I was a student at Churchie in east Brisbane and worked for six years at AMP Brisbane. I understand small business and like to take this knowledge to other urban and rural businesses.
When I am not in the office or the garden you can usually find me entertaining with friends, fishing, or maintaining the family acreage north of Toowoomba with my family.
Qualifications: Advanced Diploma Financial Services (Financial Planning)