I am a Certified Financial Planner, Chartered Accountant, and a Self Managed Super Fund Specialist Advisor. I hold a degree in Economics (Honours, Sydney) and an MBA from London Business School (with 6 months on exchange at Columbia Business School in New York). I sit on the Policy and Regulatory Committee of the Financial Planning Association and the NSW executive of the Self Managed Super Fund Professionals Association.
I am listed on the [Top 10 Financial Planners in Australia] and have been asked to present to fellow directors at the inaugural Australian Institute of Company Directors (AICD) Governance Summit in Melbourne in 2016.
From 1997 to 2005 I worked, studied and lived in the City London and on Wall Street in New York. As well as spending time working on the floor of the New York Stock Exchange, I was a sell-side equity research telecoms analyst in London covering European & global companies and covered global property companies as an analyst. My clients were large fund managers, hedge fund managers & pension fund managers based in London, Milan, Paris, Madrid, Frankfurt, Amsterdam & Zurich.
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Which describes my clients best?
At Quantum Financial I work with pre-retirees and retirees looking to fund their dream retirement.
Senior professionals and successful business owners who have concerns managing their family’s wealth seek financial peace of mind. They want certainty that they are making informed financial decisions.
A number of successful professionals and business owners who seek my services are unhappy with the level of service they are receiving from their current advisor. They feel that their adviser is not acting in their best interests and have lost confidence in them.
Our clients come to us certainty
Clients seek independent and ethical advice, not advice that is aligned with any product provider. Many of my clients approaching retirement typically either have an SMSF or aspire to have one.
I work with my clients to take away their concerns over their investment decisions, asset allocation, reducing taxes, and ensuring they will have enough to support their dream lifestyle through retirement.