Private Client Advisor
How long have you been in this industry? 11 years Financial Planning / 30 years in Finance Industry
What were your previous occupations? Bank Manager
What are your qualifications? Diploma Financial Services (Financial Planning) and Diploma of Financial Advising (Securities Institute)
What advice would you give someone starting out in your industry? Its all about getting the strategy right
What do you enjoy most about where you work? The ability to find a product that suits what the clients strategy needs
What one sentence would you like people to use in describing the way you do business? Honest and in their interests
What areas to you service? Any where in SE Qld I am happy to go. I make a regular visits to Roma, Charleville and St George as well as visiting Goondiwindi and Moree on a reasonably regular basis. We also attend a number of seminars in Brisbane on a regular basis and endeavour to catch up with clients in the greater Brisbane and Coast at that time.
What is your point of difference? My understanding of what clients are trying to achieve
Who is your ideal client type? Happy to talk to anyone that wants to have a more hands on approach to their wealth creation and retirement planning
What significant changes have taken place in your profession over the years? So many its hard to keep track - making superannuation retirement streams more user friendly has been a major change for the better
|
