How I can help
I have 10 years of financial planning experience and I'm a Member of the Financial Planning Association.
I've had an interesting journey to come to this point in my life. I was fortunate enough to be married to my lovely wife Eileen at the age of 20, shortly after completing my winemaking degree. I worked on four continents in the wine industry and developed a strong appreciation for large corporations and international banking.
I developed a passion for investment markets while overseas. This led me to completing my two graduate diplomas and pursuing a role with NAB, who have a strong connection to agriculture.
I have long believed that the greatest success I could have, would be to find a path for farmers to transition from one generation to the next. I use my experience and personal insights to help me in developing unique strategies for generational transition, retirement and exit strategies.