The Boring stuff…
Background information
Previously with Whittaker Macanaught, branched off into our own business in 2010 self licenced in 2018. Have 4 advsiers and 10 staff in total.
Advice and services offered
All the usual – + Aged care and DVA specialisations
Current challenges
Scaling. Reduce the amount of management work from myself and getting more back on the tools.
Involvement within FP sector
FAAA – CFP.
More importantly the fun stuff…
You would never know it but
I have two red headed boys. Neither my wife or I have red hair.
The fork in the road I almost took was
Moving to country Victoria to become an accountant
I always
Use the same pen that I have for the past 20 years.
I never
Lie. Don’t ask me if you don’t want to hear my answer.
The happiest moment in my life was
Finishing uni
My secret guilty pleasure is
Salt and vinegar chips