About integrity

I have earned a reputation over many years for consistency, dependability and integrity in my client-advisor partnerships. This is due, in part, to my transparency and ability to operate free of conflicts of interest. Many of my clients opt to work with me on a fee basis rather than paying commissions for every trade I make on their behalf. By paying a fee based on a percentage of their assets, they are assured that our interests are closely aligned.

As an Investment Advisor at Macquarie Private Wealth, I have the freedom and flexibility to select whatever investment vehicles best serve my clients’ interests. I can provide unbiased investment advice, as there is no pressure to recommend any particular platforms or products, or hold certain investments through market conditions when doing so may not be in my clients’ best interests.

Recently, the investment industry has been through some difficult times and has experienced a loss of public trust. I believe there is a very high onus placed on all who handle other people’s money to be very clear and transparent at all times regarding fee structures, processes and any potential conflicts of interest.

Investment counselling is a noble profession: to be entrusted with the most confidential aspects of your clients’ lives and the lifeblood of their families’ security demands from us the very highest standard of behaviour — at least as high as that required by the medical profession. It is a responsibility and a privilege that I take on with the utmost integrity.