Partner

I am currently on an 18 month leave-of-absence from my role at Advice First. My wife put her own career on hold when we started our family and did an amazing job of running our household whilst also supporting me during my 13 career at Advice First and on top of all that, she started a holiday home rental management business that really took off.

The time was right for me to take some time out of my career to return the favour and provide the support she needs to build her own business.

Advice First are a firm who are all about supporting people to achieve their goals and they have been wonderfully supportive in helping Kerry and I to achieve our personal goals, and so I am incredibly grateful to the Partners and team at Advice First for supporting my time off from the firm.

My career break comes after nearly 20 years in the industry – an industry that I have the ultimate respect for … as not too many professions can literally change lives for the better, but that is just what Advice First do each and every week.

I know that all of the clients that I have worked with over the years are in wonderful hands – with the team at Advice First being the best in the industry … and I look forward to coming back and joining the team!

My areas of specialisation at Advice First (what I do):

• Personal and family protection (life insurance and income protection)
• Business succession planning (key person and ownership protection insurance)
• Superannuation fund selection
• Wealth management (investing money)
• Retirement planning and pension maximisation (including Centrelink)
• Budgeting and cash flow management
• Group insurance for company employees (insurance and salary continuance)

My qualifications:

• Bachelor of International Finance (Accounting Major)
• Graduate Diploma of Financial Planning