Private Client Adviser
ASIC Authorised Representative Number 226100
Education and accreditations
Diploma of Financial Planning
What professional accomplishments are you most proud of?
Being there for client’s families when a loved one has unexpectantly passed away and assisting to give some comfort in the worst time of their life and some peace of mind.
What quality of yours makes you best suited to what you do?
My ‘empathy’ for people, also I am a big picture person, I can cut through getting bogged down with detail.
How should people think about their wealth?
Wealth is a resource to assist them to facilitate their dreams and objectives, it should give them piece of mind, not anxiety.
What do you love to do outside of work?
Spending time at our farm or travelling with my wife and two children and racing rally cars.
What’s the biggest challenge in wealth management?
Ensuring we and our clients maintain confidence, discipline and patience, ‘stay the course’.
What’s the most influential book you’ve read?
‘Losing my Virginity’ by Richard Branson purely for its Entrepreneurial Spirit
What personal accomplishments are you most proud of?
My two children, they are great kids.
What’s the best piece of advice you have ever been given?
Do unto others…
What do you love most about being part of Calder Wealth Management?
Our People, they are smart, dedicated and passionate about seeing our clients realise their aspirations.