Location
Sydney, New South Wales, Australia
Work
- Managing Director @ Allcap Finance
- Director @ Ownly Group
- Director @ Dolman Bateman & Co Pty Ltd
- Wealth Advisor @ Odyssey Financial Management
- Senior Associate @ FMA Wealth Management
- Manager @ Storehouse Managed Investments Limited
Education
- Kaplan
Australian Listed Products Accreditation
2013 - 2013 - Kaplan
Advanced Diploma of Financial Services (Financial Planning)
2011 - 2012 - Kaplan
Self Managed Super Funds
2011 - 2012
- Kaplan
Certificate IV in Mortgage and Finance
2011 - 2011 - Kaplan
Diploma of Financial Services (Financial Planning)
2008 - 2009 - Macquarie University
Bachelor of Business Administration (BBA) ( Finance, Statistics, GPA 3.8 )
2004 - 2008 - Knox Grammar
High School
1995 - 2000
Skills
- Investments
- Wealth Management
- Strategic Financial Planning
- Financial Modeling
- Financial Analysis
- Financial Advisory
- Retirement Planning
- Superannuation
- Financial Services
- Asset Management
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