Director | Financial Adviser

One the key parts of delivering personal advice and service is having a great understanding of who my clients are.

However, in order for this to be effective it must be a 2 way street, so this section is designed to give you a little insight into my life.

I am the sole business owner operating under Pegasus Planning.

I entered the financial services industry in the late 1990’s starting at the bottom of the family business.

Previously I had spent 5 years in hospitality and 7 years as a proud full time member of the Royal Australian Signals Corps, Australian Regular Army.

Since joining the financial services industry I have also spent over 4 years in the corporate world in Sydney (helping financial planners and accountants add value to their clients).

In my own time, I have travelled to over 30 countries, scuba dived in 7 of them and ridden motorbikes in 2. It is often said travel is its own education.

AWARDS

In December 2014, I was awarded a scholarship to study a Masters Degree in Financial Planning from Centrepoint Alliance for my work within our group and the industry.