We focus on you so you can focus on your family, career or business. Our business thrives on deep, personal long-term relationships.
This allows us to ensure you are taking advantage of all possible strategies from a personal perspective to achieve your personal goals in life and ensuring this ties in with your business, career and family.
We use vehicles or structures that are tailored specifically to every client’s unique situation and utilise what we believe to be a ‘best of breed’ approach to deliver this and utilise other professionals (tax/legal/debt) and services to deliver this without financial conflict.
We help our clients protect and build wealth while paying as little tax as possible.
Successful people around Australia are not getting the advice they require to make the most of their hard work in building a career or business. I am passionate about being the pivotal role in a person’s or family’s life to focus on their financial goals so they can focus on their careers/business and what’s important to them, like family.
Having a key stakeholder in managing all professional/financial services for a client, is paramount as we move into the new digital era. I am passionate about my role in my client’s lives and feel they appreciate the level of commitment and relationships we build along the journey.
I have the skills and experience to achieve QTRBCK’s mission as I have a Masters in Financial Planning, completing my research project in intergenerational risk. Coupled with 17 years’ experience in the financial services industry, starting my career with MLC/NAB in 2002.
Since 2002, while studying part-time and retraining in financial services I’ve worked for banks, industry funds, non-aligned firms and recently leaving Macquarie Group as Senior Adviser to commence QTRBCK Wealth.
I know with the expertise and understanding of the industry over the last 17 years and as we move into this post Royal Commission environment has placed QTRBCK well to succeed for our clients. With an understanding that if you don’t focus on the best interest of clients no one succeeds. I’ve been doing that for 17 years and I’ll do it for the next 30.
I moved to Canberra as an Adviser 8 years ago initially working with advice provider for the federal and local government super schemes PSS, CSS, PSSap etc, thinking it would only be a couple of years while I enjoyed being close to the snow. Now I own property here and engaged to be married and think Canberra is a wonderful place to live.
I umpire AFL for the Australian National University AFL sides and can be seen regularly on golf course around the Nation’s capital usually with a couple of our golf loving clients.
We enjoy the time we spend with our clients and really do take the time to know them as human beings not just another number in a book.
Over the course of my life I have been involved with professional and successful business owners both family and friends. I understand that successful business owners and professionals too immersed in their own work to properly take stock of their own situation and deliver a successful holistic wealth strategy.
As a result of my own personal experiences growing up and 10 years of experience in the financial services industry, I have come to realise that there is a need for holistic advice for successful, time-poor business owners and professionals.
My career started at a private financial Advisory firm and has taken me to industry funds, larger non-aligned advice providers and most recently Macquarie Bank. This experience coupled with my Masters in Applied Finance has given me the skills both from a theoretical and practical perspective to provide ‘best of breed’ advice to our clients.
I’m passionate about helping people understand their own situation and showing them the tools available to achieve what is most important to them. Our goal is to make financial life as simple as possible for our clients so they can focus on the things that are important to them.
Outside of work, I’m a tragic North Melbourne supporter and play Aussie Rules for the Australian National University Australian Football Club. I was born in Canberra and have lived here most of my life. I’ve enjoyed watching the transformation of the city over the years and can’t imagine living anywhere else.