This professional is a Melbourne-based Financial Adviser currently working with MW Wealth Management, where he brings a strong background in financial planning, client management, and strategic advice. Having joined the firm in August 2025, he continues to build on several years of hands-on experience helping clients achieve their financial goals through tailored wealth management strategies and detailed financial analysis.
Before joining MW Wealth Management, he spent over three years at Spark Financial Group, progressing from Paraplanner to Provisional Financial Adviser and ultimately to Financial Adviser. During this time, he developed expertise in areas such as time management, financial modelling, and client relationship management, while honing his proficiency in tools like Microsoft Excel and other financial planning software.
Earlier in his career, he gained valuable foundational experience at Atkinson Financial Planning, where he held roles in Paraplanning and Client Administration. With over seven years of combined experience in financial advice and client services, he has built a reputation for being detail-oriented, analytical, and dedicated to providing transparent and strategic financial guidance to his clients.
