B.Bus (Acc), FCPA, Dip FP
Director & Private Wealth Adviser, Aetos Private Advisory
Authorised Representative No. 1002242 of Capella Advisory Pty Ltd, AFSL 550125
I help families, business owners and leaders bring clarity to complex financial lives, drawing on more than 30 years in tax, financial planning and private wealth advisory.
My career began in tax accounting, managing compliance for medical professionals and the then‑emerging self‑managed superannuation funds. A desire to help clients more proactively drew me to financial planning, and after qualifying as a CPA I completed a Diploma of Financial Planning, followed by further study to gain CPA Australia’s Financial Planning Specialisation. Today I am a Fellow of CPA Australia.
I went on to join a leading private wealth firm, where I spent a decade as a Partner advising corporate leaders, business owners and self‑funded retirees on complex strategies, and building client relationships that have endured.
After a period as a Private Wealth Adviser at a nationally recognised second‑tier accounting firm, I was invited to develop a private wealth service for self‑funded investors at a funds management firm, providing advanced investment and retirement planning advice.
Across accounting, partnership and funds management, one thing became clear: clients with complex affairs want an experienced adviser who understands their whole picture and stays with them for the long term. That conviction led me to Aetos Private Advisory. I stay closely attuned to markets and economic developments, because a well‑informed perspective is the foundation of sound advice.
Outside of work, my weekends belong to my children’s sports, time with family and friends, and quiet moments to recharge.
No obligation. Just clarity.
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