Our Team

I feel incredibly fortunate to have a career which allows me to combine my interest in investments and wealth management, with the enjoyment I get from working closely with a group of clients where I can add real value to their life.

For almost seventeen years I have developed a broad range of skills while working as an adviser with one of Australia’s largest financial institutions. For the last seven years I was fortunate enough to work as a Senior Wealth Adviser within the private banking division where I provided a highly personalised strategic advice and investment management service to a group of the largest and sometimes most financially complex clients of the bank.

In 2022, I decided that in order to work the way I wanted to into the future, that I needed to move away from a corporate environment. I wanted to be able focus on providing the highly personalised and tailored service of a small company with the backing and investment research and support of a large organisation. In October 2022 I decided to join two advisers that I have known for a long time that I know share my values, focus on service, and passion which is why I chose to work with Alysia and Scott under Zebra Tailored Wealth.

My role involves me looking after individuals and families where I develop a strong understanding of their current situation, future goals, priorities, concerns and values. I add value by putting structure to their financial affairs, monitoring what needs to be done and by when. I keep track of legislative changes that either impact what they do or may create opportunities for them to do things differently. I help my clients understand their finances so that they can make better decisions. As a trusted adviser and facilitator for my client’s financial matters I save them time and worry while giving them confidence that their future is in safe hands.

Outside of work, I live in the Northern Beaches of Sydney with my wife Teri and our Cavoodle. We love spending our time outdoors and I particularly enjoy cycling, mountain biking, and swimming.