Bio
I have over 20 years financial markets experience across New Zealand and Australia.
After ten years in share broking, currency and commodity trading firms in Sydney, I returned to Hawke's Bay with my wife and two children back in 2015. Soon after I bought into a long-standing local wealth management business. Ever since, I have been advising Hawke's Bay clients on wealth management, investments, structuring their money and getting them on the path to real growth. In November 2020, I bought the remaining shares in the business and joined the Milestone Financial Services group. Now trading as Milestone Financial - Hawke's Bay, I enjoy the opportunity to leverage the experience and expertise of the group, to provide a strong personalised offering to clients.
I truly believe in improving the financial outcomes of my clients and have a passion for integrity and privacy. I pride myself on being honest and transparent in my dealings with clients, ensuring they truly understand how their money can be put to work for them.
Outside of work I juggle family life with managing a lifestyle block and when I get time, mountain biking or skiing, just for fun. A lifestyle that is hard to beat!
