I joined the JBS team as the Senior SMSF Financial Adviser at the start of July and what a fantastic decision it was. The team has welcomed me with open arms and it is great to be working in such a fun loving and enjoyable environment. There is no doubt that the team works extremely hard and continues to strive to be a leader in the Financial Planning industry. Jenny and I share the same passion for our clients and this was one of the main reasons that attracted me to the roll. It is a fantastic feeling to be able to sit down with a client and help them to articulate what they want to achieve and then map out a strategy which allows them to achieve their goals. For this reason financial planning is such a rewarding occupation for me.
Outside of work I enjoy spending time with my young family, son Riley (3), daughter Lucy (18 months) and wife Kristyn. I enjoy spending weekends at the zoo, jumping on the trampoline and reliving my youth as a teenage mutant ninja turtle.
My other real passion is sport; there aren’t many that I haven’t tried. I’m a very keen Essendon supporter and member of the Melbourne Cricket Club. It is a family tradition to line up at 4am in the MCC members line on grand final day to secure a seat. I’m also a very keen golfer and I’m a current member of the Growling Frog premiership pennant team. I learnt to play golf with my dad as a 12 year old in country Victoria at Cosgrove Golf Club (20km’s out of Shepparton). Mum and dad still live on 100 acres there and I enjoy taking the family back to the farm.
There is no doubt that I’m very excited about this new chapter in my life and look forward to sharing it will all of the JBS team and our valued clients.