This Melbourne-based Paraplanner at MW Group brings a diverse professional background that bridges both financial advice and legal experience. Currently focused on supporting financial advisers through research, strategy development, and report preparation, he plays an integral role in delivering compliant and high-quality financial advice to clients. His current role often overlaps with that of an Associate Adviser, reflecting his strong analytical skills, attention to detail, and growing expertise in wealth management.
Prior to joining MW Group, he worked as an Associate Advisor at 360 Financial Strategists, where he contributed to financial planning processes and client strategy sessions in a hybrid Melbourne-based role. Before that, he spent two years as a Paraplanner at Lakeside Financial, where he strengthened his technical knowledge of superannuation, insurance, and investment strategies, gaining valuable experience in the end-to-end advice process.
Earlier in his career, he spent over six years as a Law Clerk at Bartlett Workplace Lawyers & Consultants, providing a solid foundation in compliance, documentation, and client communication — skills that now enhance his precision and professionalism in financial advice. His experience is complemented by leadership exposure as a Treasurer for the Melbourne University Student Exchange Society, demonstrating his aptitude for financial management and organisational responsibility.
