Helping you succeed in life's financial journey
Authorised Financial Adviser - Wealth Generation
FMA Registration Number: FSP458766
I am a 50% shareholder in Cole Murray's investment advisory subsidiary, CML Financial Planning, with a specialisation in wealth generation and extensive experience in investments.
As well as being a qualified Authorised Financial Adviser (AFA) in New Zealand, I gained a Bachelor of Business Studies majoring in Finance and a Diploma of Financial Services from the Australian Financial Markets Association. I believe I bring a wealth of investment knowledge and ability to Cole Murray clients, allowing me to deliver sound financial portfolios, carefully developed with individual financial goals as a priority.
After nine years in share broking, currency and commodity trading firms in Sydney, I returned to Hawke's Bay with my wife and two children back in 2014. The Hawke's Bay lifestyle and family connections were a great motivation to make this change, and it's one we're extremely glad to have made. We loved the city, but our spot in Waimarama is hard to beat nowadays.
I'm also enjoying throwing myself into the Cole Murray Cape Kidnappers Trail Run, and dusting off the running shoes when duty calls.
Contact me today for a confidential review, and get on the path to real growth.
A disclosure statement is available, on request and free of charge.