Experience

Nationwide Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Financial Advisor

  • Jun 2016 - Present

  I am an Authorised Representative with Nationwide Financial (No. 249968) with Securitor Financial Group (AFSL 240687). Prior to joining Nationwide Financial I spent 20 years as Chief Executive Officer of Glen Eagle Financial Solutions and 30 years in the industry involved in all aspects of risk insurance, investment and retirement planning. I understand the need and value of both sound and holistic financial planning for families and businesses to protect their current assets and lifestyle. Enjoy a long-term business relationship with clients rather than effecting a one-off transaction. I cannot guarantee rates of return but will guarantee an honest approach, value for money, timely friendly advice and a commonsense approach. Always adopt a unique view of developing risk strategies that fully encompass the client's situation.



QSA Financial Services

• Financial Services

• Senior Financial Advisor

  • Jun 2008 - Jun 2016



Glen Eagle Financial Services

• Senior Financial Advisor

  • 1988 - 2008