The best part about being a Financial Planner is developing relationships with my clients and working to grow that over time. Part of the financial planning process is solving problems - I believe there’s always a solution, no matter how complex the issue may be.
I like to look at the big picture, to understand where my clients are now and where they want to be in the future. For me, it’s about getting the job done and achieving the best outcome. Anything can be dressed up to look and sound good but you need to be able to back it up with results. It’s very rewarding to be able to provide my clients with the strategic vehicle which allows them to reach their goals.
Outside of work I’m kept busy with children’s sporting activities as well as keeping fit myself. I also enjoy dining out with great friends, and good wine.
I get a lot of joy out of working with a team of great people who are passionate about what they do. What personally drives me is the challenge of ensuring our client experience with us is personal and professional. I believe what we do makes a big difference in people’s everyday lives. To witness a client's journey, from the moment they make contact with us to them reaching their goals, is hugely rewarding for me. I like making a positive difference in people’s lives, it genuinely makes me happy.
Outside of work, I am married and have three adult children whom I love to spend time with. Living in the Shire all my life, I love spending time outdoors, keeping fit and socialising with our wonderful friends. These are all very important to me and are a priority for ongoing health and happiness.
I feel fortunate to work in a role where I can help people make informed choices that give clarity, direction, and peace of mind. My late father taught me how to trade shares as a teenager and I’ve had a keen interest in finance and investment ever since. In my years as an adviser, I’ve learnt that the right combination of empathy, investment expertise and sound technical knowledge enables an adviser to make a meaningful difference to the lives of clients.
I thrive on building relationships with people and helping them meet their short, medium and long term goals. Having the right roadmap in place can provide you with the financial confidence to both live the life you want and be well-positioned to deal with the unexpected.
When I’m not at work, my hands are full with a young family and I also enjoy running the nearby bush trails in the Royal National Park.
Whether it's applying for a loan, preparing for retirement or creating and protecting wealth, for some people navigating their financial situation can be a daunting task. I love working with a team of professionals who use their skills and expertise to assist clients by bringing clarity to their goals and develop strategies to help achieve them.
The financial planning environment is ever-changing so to be able to ensure that the Tempus Wealth team, business and processes are at the forefront of these changes is a very rewarding role.
Being a financial adviser allows me to convert my passion for all things finance and economics into helping people live a better life.
Giving advice for over 20 years, also means I have seen it all. Not just how investments and strategies move and evolve, but how people feel and the impact of not only the good times, like great gains in shares and property markets, but tough times like the GFC. It means I know and see the rewards of solving problems, having solid strategies, and what leads to results. It is also why I know how important it is to keep my clients informed, have open discussions, and truly understand what money means to them.
My goal is to give you contentment on your financial life.
When I am not at work, it’s often time spent looking for ways to enjoy the sunshine with the family. We love the chance to get away for the weekend in the caravan.
After graduating from the University of the Sunshine Coast and having now spent almost 10 years in the Financial Advice industry working in the Sutherland Shire, I have continued to develop my knowledge and skills in all areas of Financial Advice.
Through my role at Tempus Wealth as a Senior Adviser, I take great pleasure in helping my wide range of clients from young wealth accumulators, pre-retirees, retirees and elderly Aged Care residents achieve their goals and reach financial freedom.
In my downtime enjoy getting outside and enjoying all the Sutherland Shire and surrounds have to offer, so if you see me don’t be afraid to say hi!
Compliance & Advice Team Manager
As a Shire resident with a young family and a career built around financial advice process and compliance, it was important for me to find a team that shares my values in providing financial advice aimed at achieving the best outcome for our clients. In my role as Compliance and Advice Team Manager, I see Tempus Wealth delivering on this every day. Coupled with a genuine desire to continuously learn and improve, I see Tempus Wealth as a trusted advice business for myself and my local community.
Outside of work, my wife Amanda and I are regularly seen chasing after our 2 children around the local parks, beaches and sports venues.
Financial Planning to me is about maximising what you have to enjoy the life you want both now and into the future. I love showing clients how our strategies can help them live their best life, and then helping them refine the strategy as they progress through their lives. I really enjoy helping people and making a positive difference to their life.
Outside of work I love to travel to new places, and learn about other cultures/history and cuisines. Personally, I am married with 3 kids and 2 dogs.
Client Service Manager
I am a Shire boy that has been involved in the financial advice industry for 3 years running. Financial advice has evolved from ‘occupation only’ to an absolute passion of mine. I feel accomplished in being part of a team that meets people from all walks of life, with different financial goals, and advising them to achieve these goals. In the short term, I look to learn as much as possible from the team at Tempus with hopes to one day become an Adviser.
Outside of work, you will find me out enjoying the beach, rowing surf boats at Wanda Surf Club or at the SCG cheering on the Swans.
Client Service Manager
I have been in administration, banking and finance for well over 15 years and get great satisfaction from solving complex problems for clients and helping them achieve their objectives.
I enjoy being part of the Tempus Wealth team who are so clearly passionate about making a positive difference in people’s lives.
Outside of Tempus Wealth, I enjoy travelling, tennis and spending time with family.
I’ve spent most of my working life in a professional office, and I am happy to say that I’m still learning every day. I love that Tempus Wealth is a forward-thinking practice that is team focused and has the success of our clients at its core. I strive to do my job to the best of my ability and ensure every client receives the highest standard of service.
On the weekends I can be found chasing my beautiful grandsons around sporting fields or the beach.
Client Service Manager
I have spent most of my adult life working in the Financial Planning Industry from Marketing through to my new role in Customer Service.
I look forward to working with the Tempus Wealth team and clients. I believe it is a privilege to find solutions and opportunities for our clients’ financial planning programmes and will do my best to deliver the highest quality of service.
Outside of Tempus Wealth, my other passion is my family. I love weekly family dinner night with my husband, four boys and their partners and when I have down time –travelling, reading, walking and dinner in good restaurants.
Client Service Coordinator
I had just completed my HSC when I joined Tempus Wealth, with no clue on how I wanted to begin my journey into adulthood. At first I wasn’t sure it would be for me, though after seeing how much thought goes into every aspect of our services and how much care all of the team puts in, I knew Tempus was the place for me.
I am passionate about putting effort in and seeing someone benefit from it. Working at Tempus Wealth and seeing clients walk out the door with a smile on their face gives me the best satisfaction that I could have.
After a career based in the HR/Recruitment industry, it was time for a new challenge and joining the team at Tempus Wealth has proven to be the right move for me. I thrive when working as part of a team and enjoy supporting those around me to provide exceptional service to our clients. I’m excited to learn all about the Financial Planning industry and how we can assist our clients to achieve their goals.
My “down time” sees me spending time with family and friends, enjoying weekends away, travelling overseas and creating memories for life.
Client Service Assistant
I am in a lucky position to be able to work in the financial planning industry whilst studying financial planning at the University of Wollongong. I enjoy learning from my experienced colleagues at Tempus Wealth and being a part of this amazing team. Being a part of the process to achieve a client’s goals is extremely rewarding for me as I continue to grow in my role. Away from the office I enjoy playing footy and keeping fit, along with travelling to see new places.
Client Service Manager
I am a recent graduate from the University of Wollongong joining the Team at Tempus Wealth. Growing up, I have always been good with numbers and solving complex skills, however what initially drew me to Financial Planning are the relationships that are ultimately created with clients. I enjoy the ability to be able to assist clients in finding financial comfort which allows them to live a happy and content life.
Outside of work, coming from the South Coast, I spend a lot of time around the beach and training for sports on the weekends.
Client Service Manager
Originally from the “small” town of Wagga Wagga, I have always had a passion for everything finance. After completing an internship at an investment management firm, I decided to give the financial planning industry a go. This journey has brought me to Tempus Wealth, a firm that allows me to make a real difference in people’s lives. It is a privilege to work alongside a team of dedicated professionals who are not only experts in their fields but also genuinely care about their clients.
When I’m not at work, you will probably find me refining my stock portfolio or watching formula one.
Client Service Manager
I am a recent graduate from the University of Sydney joining the Tempus Wealth team. I was drawn to financial planning straight out of high school, starting a part time job in the industry while I was studying at University. From here I was set on training to become a financial adviser due to the nature of this rewarding industry where I can build strong, long-lasting relationships with clients and help them in their own financial journey. I have joined Tempus Wealth to continue to build my financial planning skills in a hard working and dedicated environment.