DIRECTOR HC PARTNERS
BIG JOURNEYS BEGIN WITH SMALL STEPS
I’m a firm believer in the idea that nothing is too big to take on providing you break it down into small bite size chunks and work through it – one step at a time.
I’ve been doing that since I started here at HC Partners in 2001 and the on-going challenge for me is to find the best way to explain what can be complex issues at times, in a simple, easy to understand way.
I enjoy working with people and their businesses and I’ve found the best way for me to do this is to really get to know people and their finances at depth and for them to see me as their ‘trusted advisor.’
The proof I’m getting it right is when my clients call me first about any issues that arise in their lives. That tells me we have the relationship right and they value what I say and deliver.
When I’m not being an accountant and a financial planner, I love spending time with my wife and three children enjoying the local Central Coast lifestyle including walks and local events.
And if there is any time left-over …well there is always my love for cricket and rugby league.
- Chartered Accountant
- Financial Planner
- Authorised Representative of Lonsdale Financial Group
- Bachelor of Business Degree with credit from University of Technology, Sydney
- Registered Tax Agent
- SMSF Association (SMSFA) Specialist Advisor
- Member of Chartered Accountants Australia New Zealand
- Member of the Financial Planning Association (FPA)
- Xero Certified Advisor