Private Client Adviser
ASIC Authorised Representative Number 297920
Education and accreditations
CFP® - currently completing
Bachelor of Science, Flinders University
Advance Diploma of Financial Planning
What do you love most about being part of Calder Wealth Management?
Personally I’ve had the privilege of being given the opportunity to evolve from a paraplanning role through to an adviser over the past eleven years. Collectively, being able to make a contribution to the ongoing growth of the company is also very rewarding.
What do you love to do outside of work?
Spending time with my family, travelling when possible and for me gardening and horticulture is a passion of mine.
What’s the most influential book you’ve read?
I read a lot and there is no single title which can claim that prize however ‘World Without Cancer: The Story of Vitamin B17’ by G. Edward Griffin was a real eye opener for me. In it Griffin explains how more people are making a living from orthodox cancer treatment than are dying from it.
What quality of yours makes you best suited to what you do?
I really enjoy the adviser to client relationship and I’m genuinely interested in the lives of clients. This allows me to maintain an ongoing rapport which ultimately builds trust.
What do you enjoy most about wealth management?
There is a great fulfilment in knowing that our clients have entrusted us with the role of looking after in most cases their most valuable financial asset.
What personal accomplishments are you most proud of?
Becoming a husband and father.
What’s the best piece of advice you have ever been given?
Most people have the answers to everyone else’s life but their own.
How should people think about their wealth?
In my opinion financial wealth gives people the freedom to make lifestyle choices.
What’s the biggest challenge in wealth management?
The biggest challenge for me is the fact that aside from being able to set the asset allocation for a client’s portfolio the ultimate behaviour of financial markets is beyond the adviser’s control.