Experience

Affluence Private Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Aug 2015 - Present

  Perth, Western Australia, Australia Make your financial journey stress-free. Trust is vital; your specialist financial planner for healthcare professionals.



Affluence Chartered Accountants

• Australia
• Accounting
• 1 - 100 Employee

• Co-Owner

  • Mar 2017 - Present

  Perth, Western Australia, Australia Affluence CA | Guaranteed response times, only a phone call away. Making the complex simple. Helping you build a profitable Medical | Dental practice.



Medico CFO

• Education Management

• Owner

  • Jun 2016 - Dec 2018

  Perth, Western Australia, Australia Based on our research with hundreds of Doctors across Australia and with dozens of Colleges, it is clear that there needs to be more financial education in the medical profession. Doctors spend years acquiring clinical knowledge and expertise, leaving little time to learn how to master their financial and tax affairs. Whilst there are numerous workshops, the problem with those is that they need to be more flexible, may require travel and require a big time commitment in terms of… Show more Based on our research with hundreds of Doctors across Australia and with dozens of Colleges, it is clear that there needs to be more financial education in the medical profession. Doctors spend years acquiring clinical knowledge and expertise, leaving little time to learn how to master their financial and tax affairs. Whilst there are numerous workshops, the problem with those is that they need to be more flexible, may require travel and require a big time commitment in terms of attendance. We have filled this educational gap with the Medico CFO program, a world-class online education platform that brings all the major financial and tax issues affecting Doctors to life. It contains over 100 professionally produced videos and audio files, over 400 pages of content and dozens of worksheets, all designed for Doctors to gain greater clarity and control over their finances. Show less



Meridian Global Foundation

• Australia
• Non-profit Organizations

• Non Executive Director to the Board

  • Apr 2016 - Dec 2017

  Perth, Western Australia, Australia Giving Back Is The New Black. Since 2005, we’ve been helping everyday people become everyday philanthropists. Each year we bring together our community of mates who donate – professionals looking to give back in a sustainable way. At our annual Giving Circle, through the power of communal philanthropy, we raise $100,000. Our model is unique though – because we’re actually on an even bigger mission to eventually give away $1M every year.



Maxim Private Office

• Australia
• Financial Services

• Financial Advisor

  • Sep 2010 - Aug 2015

  Perth, Western Australia, Australia



Shadforth Financial Group Ltd

• Australia
• Financial Services
• 200 - 300 Employee

• Financial Adviser

  • Oct 2009 - Aug 2010

  Perth, Western Australia, Australia

• Senior Technical Adviser

  • Sep 2006 - Sep 2009

  Perth, Western Australia, Australia



GAM Investments

• Switzerland
• Financial Services
• 700 & Above Employee

• Valuations Administrator

  • Oct 2003 - Dec 2004

  Perth, Western Australia, Australia - Unit Pricing of multi-currency funds and funds of (hedge) funds - General investment accounting duties - Training junior team members and reviewing their work

• Dealing Administrator

  • Feb 2002 - Oct 2003

  Perth, Western Australia, Australia - Preparing deal instructions prior to input, and review input - Processing deals (subscriptions, redemptions and switches) - Customer service to high net worth clients and financial institutions - Training junior team members and reviewing their work