PRINCIPAL FINANCIAL PLANNER
Some of my goals…would love to complete a triathlon before age 40, build and grow a professional and ethical financial planning practice that I can be ultra-proud of, get the boy’s a good education, build wealth and generate enough income to achieve all this!
Family…loving wife, three young boys, two dogs, two cats, and some fish…keeps us pretty busy!
Community…Treasurer at SMOSH West Lakes Junior Football Club, Monday night social (but competitive) tennis at West Lakes Tennis Club, help-out with fund-raising and events for OARA (Oesophogeal Atresia Research Association) & Rotary Club of Port Adelaide
Professional…Over a number of years I have increase my technical knowledge within financial planning and have been accredited as a Certified Financial Planner (CFP). Started in the financial services industry in 2007 and haven’t looked back.
I established BAM Financial Planning because I didn’t appreciate the elitist models of many existing financial planning practices. I want to help clients grow and protect their wealth, whether they’re just starting out or need advice to enhance their current strategies. I have a simple philosophy: financial planning begins and ends with cashflow – what goes in and out of your bank account on a daily, weekly, monthly basis. I have learnt, and hope to share, that it is important to make sure that you pay yourself first!
My financial planning passions are helping younger clients build and protect their wealth. I also have considerable experience with helping pre-retirees determine realistic retirement visions as well as structuring and enhancing retiree’s income streams making sure that clients receive everything that they are entitled to. What it comes down to is identifying what you want to have, do and achieve and putting a plan in place to get there.