Private Client Adviser
ASIC Authorised Representative Number 297920
Education and accreditations
- CFP® Certified Financial Planner
- Bachelor of Science
- Advance Diploma of Financial Planning
Employed at Calder Wealth Management since
- 16th of December 2004
Although my family is originally from Victoria I’ve lived in Adelaide for most of my life. I commenced working in the Financial Planning industry for another company back in 2002 initially starting in a Client Services Officer role before moving to Calder Wealth Management in 2004. During my time at Calder Wealth Management I’ve had the pleasure of working in a Paraplanning role on my way to becoming a Private Client Adviser. Outside of helping our valued clients I enjoy spending time with my wife and our two teenage daughters. I also enjoy getting my hands dirty as we continue to develop our small property in the Adelaide Hills according to permaculture principles.
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 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.
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.