Experience

Dynamic Asset

• Australia
• Financial Services
• 1 - 100 Employee

• Director

  • 2013 - Present

  Dynamic Asset builds and manages a range of Goals Based Investment portfolios on behalf of advice groups and their clients. The Dynamic Asset service is a turn-key solution that integrates seamlessly into the background of your business. Because it was built by planners for planners, we have everything a business needs to operate in an efficient and compliant manner to clearly demonstrate you are working in your clients "best interests". Our portfolios are specifically designed to match up with your strategic investment objectives and deliver specific investment outcomes. This way our portfolios have a higher probability of meeting your unique circumstances and objectives than historical portfolio construction arrangements. Our portfolios target a 'real rate of return', i.e. after inflation and costs, with a focus on preservation of capital. We use a diversified approach to reduce volatility and provide for a lower probability of capital loss over the medium to long-term. This lower volatility approach makes Dynamic Asset portfolios excellent for use in retirement portfolios and with addressing issues such as sequencing risk. Show less



WLM Financial Services Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Director

  • May 2005 - Jul 2022

  WLM Financial Services is an independently owned and licensed business that provides a comprehensive range of personal and business advisory services. WLM Financial Services is an independently owned and licensed business that provides a comprehensive range of personal and business advisory services.



Association of Goals Based Advice (AGBA)

• Financial Services
• 1 - 100 Employee

• Chairman

  • Mar 2014 - Nov 2019

  AGBA encouraged the networking of individuals and organisations that are committed to 'goals-based' advice - that is; advice that aims to provide investors with more certainty in their investment outcomes. AGBA encouraged the networking of individuals and organisations that are committed to 'goals-based' advice - that is; advice that aims to provide investors with more certainty in their investment outcomes.



Danebury Financial Services

• Sydney

• Managing Director

  • Dec 1997 - May 2005

  Responsible for providing clients with expert financial advice to encourage financial growth and stability. Responsible for providing clients with expert financial advice to encourage financial growth and stability.



Charterbridge

• Financial Planner

  • 1995 - 1997

  Financial Planning Financial Planning



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Financial Planner

  • 1993 - 1995

  Financial Planning Financial Planning



Lend Lease Financial Services

• Financial Planning

  • 1991 - 1993

  Financial Planning Financial Planning



Westminster Financial Planning Ltd

• Financial Services
• 1 - 100 Employee

• Financial Planner

  • 1991 - 1992

  Financial Planning Financial Planning