Education and accreditations
M.B.A., University of South Australia - current completing
Advanced Diploma of Financial Planning
Diploma of Financial Planning
What’s the most influential book you’ve read?
Who moved my Cheese by Dr Spencer Johnson. I always believe that you need to get comfortable with being uncomfortable in life because you never know what’s next.
What do you love most about being part of Calder Wealth Management?
We have a culture which allows not only time but a desire to build deep and long lasting client relationships. Also the people are pretty great but of course I would say that…what a team!
What quality of yours makes you best suited to what you do?
My upbringing. I grew up knowing the value of a dollar and was instilled with a great work ethic at a young age. Hard work will get you anywhere.
What do you enjoy most about wealth management?
Most people have great money fears which are very real so it’s great to play a part to ease this anxiety.
What is your Career highlight?
Being the youngest adviser in a big 4 bank at the age of 22 is a highlight but the great memories come from working with such a diverse range of people. Throughout my career I have lived and worked in Sydney, Adelaide and also been fortunate to work in rural Australia.
What would you be doing if you weren’t working in wealth management?
My life revolves around sport so being a sports manager or talent scout wouldn’t be such a bad way to spend my days.
What do you love to do outside of work?
I grew up in a very artsy family so it’s no surprise that I’m a lover of the arts but ironically I’m not artistic at all! I am also kept very busy studying towards my MBA.
What’s the biggest challenge in wealth management?
Not paying attention to the ups and downs of investment markets which are so often driven by media hype with no real substance.
How should people think about their wealth?
Objectively! It’s essential to focus on your lifestyle outcomes and remove emotion from investing, harder said than done sometimes!