“Looking to book a leading financial expert? I offer unique and engaging insights based on an award-winning career as one of Australia’s leading financial advisers. “
I am a financial adviser, business leader, speaker and author on a mission to educate people about the true value of financial advice. I have spent the past 20 years developing an alternative approach to advice and in the process helping thousands of people achieve what’s most important in their lives.
My core belief is that true wealth is discretionary time. It’s not about just having the money, it’s more about having the time to enjoy the money that you have created – this is your ideal life!
My company, The Wealth Designers, was named The 2018 AFA Australian Practice of the Year. In fulfilling this prestigious honour, I had the pleasure of touring Australia with another one of our directors as part of the AFA National Roadshow. As a business, we were named as national ambassadors for financial advice and got to share with our audiences across the country our 9 core beliefs to achieve better client outcomes.
If you are looking for an experienced public speaker who will resonate with your audience and not present some poorly designed product pitch, contact me today. I am passionate about changing people’s perception around financial advice and cover topics such as the future of financial advice and how to use wealth to live your life on purpose. I look forward to meeting with you.
Craig James from Commsec
Knowledge is power.
TWD Talks is a presentation series that features speakers from diverse backgrounds with words of wisdom to share. The quarterly series allows me to sit down with experts from our profession and others to talk about the value of financial advice.
Contact me today if you’d like to be a guest on our quarterly series. We cover all the advice areas required to deliver more financial certainty in people’s lives.
Keynote Speaker at Your Next Function
Continuous learning should be the goal of every financial adviser. As a member of most of our professional bodies, and having attended dozens of industry conferences here and overseas, I made The Wealth Designers into Australia’s premier financial advisory firm by using the knowledge, insights and best practice methods of our leading consultants and practitioners.
If you’re looking for real insights from someone who built a leading wealth advisory from the ground-up, feel free to drop me a line.
Podcasts have become the pre-eminent method of disseminating knowledge. In 2018, 40% of people between the ages of 12 and 24 said they listened to a podcast in the last month. Clearly, this is the wave of the future.
For the past 10 years, I’ve served as a regulator contributor to popular media outlets like The Sunday Times, The West Australian, 720 ABC Perth and News Talk. If you are looking for an expert financial adviser in which to hold long-form discussions on matters ranging from personal finance to wealth advisory, feel free to schedule an appointment with me.