Investment Adviser | Managing Partner
How long have you been in this industry? 13 Years
What were your previous occupations? Private Client Advisor Nevitts 1997-98, Private Client Advisor Macquarie Bank 1998-2001, Associate Director Macquarie Bank 2001-2004
What are your qualifications? Bachelor of Commerce (Finance) USQ; RG146 Compliant
Why did you join your industry? I had owned shares in the past and enjoy the constantly changing environment of finance
How did you get started in your industry? I started doing work experience with Nevitts Toowoomba in March 1997 before being offered a full time position later that year.
What advice would you give someone starting out in your industry? Be comfortable with change. Understand that there is 'nothing more emotional than money'. That you will develop and nuture lifelong relationships with your clients.
What do you enjoy most about where you work? Seeing clients achieve their goals by following our advice. Working with a great team of fellow minded professionals.
What one sentence would you like people to use in describing the way you do business?
Andrew and the team @ DP aren't selling product, they take the time to understand my needs and make recommendations that suit me, not their pocket
What areas to you service? Direct Equities
What is your point of difference? DP is not owned by a large bank or insurance company. We have collectively 90 years plus experience in wealth management and wealth protection
Who is your ideal client type? Time poor individuals (usually find it is either professional people or business owners)
What significant changes have taken place in your profession over the years? I would say the industry has changed at least 3 times completely since I started be it compliance wise, technology wise or general client knowledge wise
|
