Private Client Adviser
ASIC Authorised Representative Number 226100
Education and accreditations
- CFP® Certified Financial Planner
- Diploma of Financial Planning
I grew up in Adelaide and started in the Wealth Management Industry in 1993 working for various institutions in Australia and the UK. I have been a financial adviser now for over 20 years. Outside of helping our clients and staff I spend as much time as I can with my two children and you will find me on my farm with my animals or racing rally cars in the various Australian Rally Championships.
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’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.