I am the Corporate Superannuation Specialist at Advice First and a Foundation Partner of the firm. I qualified as a general practitioner Financial Adviser in 1983 and held that license until 2012, when I moved away from providing private client advice to focus specifically on delivering superannuation and insurance solutions to our corporate clients.
My priority functions at Advice First are to:
- Help companies become an “employer of choice” by creating and delivering tailored in-house financial education programs to employees
- Work with business owners to develop a company superannuation and insurance plan that delivers valued benefits to employees
- Provide guidance and strategic direction to Policy Committees and HR teams
When not at work I am a true Gold Coaster – carving up the point breaks and getting out for a round of golf whenever I can. To contrast the coastal lifestyle, my wife (Wendy) and I enjoy heading out west to take care of the family farm throughout the year. Like many ex-Victorians however, my real passion is AFL … go the Hawks!