"My mission is to partner with clients to help them take control of their finances. I provide clear, personalised and comprehensive advice designed to meet their wealth management needs."
I commenced working in the Financial Services Industry in 2001 when I joined Morgans Merimbula. Previously I spent 13 years in Federal Government Finance policy areas. I have completed a Bachelor of Commerce (Honours) degree from the University of NSW, and a Graduate Diploma in Financial Planning at the ANU, I enjoy playing golf and am heavily involved in the local community.
Services and specialities
- Fixed Interest and Cash Management
- Personal Insurance
- Portfolio Administration
- Retirement and Estate Planning
- Self Managed Super Funds
I like to get to know the client and establish a long term relationship aimed at maximising opportunities for the client to achieve lifestyle goals - developing a financial strategy and mix of investments to meet the client's objectives in the most secure way possible. I have a particular interest in Superannuation and Government Welfare support.
Industry Education & Experience
- Bachelor of Commerce (Honours), UNSW, 1983
- DFP5v1 Tax for Financial Advising, Kaplan, 2016
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
- Graduate Diploma of Financial Planning, Australian National University/ SIA, 2001
I am employed by Baydell Pty Ltd which operates the business of Morgans Financial Limited - Merimbula. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Baydell Pty Ltd, I may be entitled to a share of profits.
- Derivatives Level 1
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending