Q1. Please tell us a little about your path to where you are today.

A1. I grew up in quiet suburb in Melbourne. At age 11 years old I picked up playing tennis and soon found a passion for the sport. Through playing tennis, I made a difficult decision to move to the United States once I graduated from high school. I ended up moving to California to play tennis at a college level. It was in University I discovered my second passion which was financial markets. I graduated in 2002 with a Bachelor of Science, Majoring in Finance from California State University, Northridge. I spent over 15 years in the U.S and 10 of those years I worked within the Financial Services Industry. I specialised in Corporate and personal financial planning solutions. I had the privilege to work for top tier companies and gather most of my experience. I returned to Australia about 8 years ago and have picked up where I left off, as a financial planner. I got a role as a Business Financial Planner for one of Australia’s largest financial institutions. This position provided me with a deeper insight within the business community. I specialised in providing solutions by understanding what is important to the SME proprietor and their individual needs.

 

Q2. If you had a motto what would it be?

A2. There are parts of our lives that are out of our control. So, I try to focus on the things that I can control. If I had a motto it would be, “Do the right thing, then everything else should fall into place.” I follow that in my personal and business life. What I can control is how I interact with my family, my clients’ and the people I work with. It’s important for me to ensure that those who put their trust in me have a positive experience.

 

Q3. If you are not at work what would you be doing?

A3. First and foremost, I am a husband and a father of two daughters. My wife is also balancing her career as an accredited family law specialist and a mother. So, I always make time to spend with my family. My wife and I love to travel and see the world, so we do that when we can.

 

Q4. What has been one of your biggest challenges?

A4. Although, I had over 10 years of experience within the Financial Services Industry in the U.S. I had to requalify for my Australian Financial Services education. So, when I moved back to Australia, I basically had to complete another diploma of Financial Planning. I was quite motivated to complete this within a short time frame. Therefore, I now have my Advanced Diploma of Financial Planning. I look at the industry now and the changes that FASEA have implemented. I strongly believe it is a step in the right direction for those of us who have a passion for the profession and their client’s financial wellbeing

 

Q5. What are you most looking forward to working here at KNPFS?

A5. I think what I am looking forward to the most is providing solutions for client’s needs with the experience I have accumulated. However, I am also looking forward to learning more as I have never worked from within an accounting firm. Through my experience accountants have such a close relationship with their client’s. I aspire to that level. My focus will be continuing to assist clients achieve their retirement goals through wealth accumulation and protection strategies. I am also looking forward to getting to know everyone at knp better. I have never really worked within an SME even though I have provided advice to them. It is such an intimate setting and more of a family environment. 

 

 

 

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