Greetings from the Rock N' Roll Adviser - From The Rolling Stones To Muse I have your gamut of musical tastes covered.
I am a Passionate Finance Professional who provides innovative solutions for any financial situation. We form long lasting relationships with clients who become part of our extended family. Our services are provided either directly through our firm or via allied professional partners, ensuring the correct solution is provided for all needs.
I have worked in large & small organisations at the "coal face", worked in middle & upper management. I have started a financial planning business from scratch with 2 small children (under the age of 5) a wife & $10,000 in my back pocket, so I know the meaning of personal motivation.
I work/manage/control 2 separate businesses whilst also taking equity positions in separate entrepreneurial ventures. I pull apart P&L & Balance Sheets/Cashflows and act as Board Member/Mentor/Coach through my various ventures. My basic question that I ask on a regular occurence is "Why" - Can we do this better/simpler/faster/more efficiently....
I am a husband to my lovely wife Silvia & a father to 2 teenage children, as well as our Groodle Dexter & our 2 lovely Russian Blue kittens Jasper & Zoe. I understand what it takes to think on your feet, work to deadlines, juggle work/life balance pressures & strive to achieve. Business should also be about fun, so as you can see I am a massive music fan with speciality of Rock N' Roll & enjoy the odd glass of fine wine with great food
Interested in having a chat or a coffee sometime. Give me a ring on Ph 08 8377 7806 or 0404 874020 or email me at firstname.lastname@example.org or check me out at our website 2020fp.com.au, You Tube (youtube.com/2020fp) or on my personal fave Twitter (twitter.com/2020fp)
Specialties: Superannuation, Self Managed Superannuation, Tax Effective Wealth Creation & Protection Strategies, Life Insurance/Risk/Family Protection & Centrelink issues resolved
Industry Expertise (3)
Areas of Expertise (3)
Certified Financial Planner
Financial Planning Business (professional)
Built a financial planning business from scratch by focussing on quality personal & business relationships. Business profits reinvested to purchase equity in an Accounting Firm to provide increased revenue & planning opportunities
Leveraging Social Media to increase Business Interaction (professional)
Implementing a wide ranging social media strategy incorporating Linkedin, Facebook, Twitter, Wordpress designed to increase personal & business branding & connectivity with business & professionals
FINSIA: Graduate Diploma, Applied Finance & Investment 1993
Kidman Park High School: 1980
- Certified Financial Planner - Financial Planning Association (FPA)
- Member - Australian Institute Of Company Directors (AICD)
- 2020 Financial Planning
- Corporate Training