I founded Calibre Private Wealth Advisers over a decade ago and have over 30 years’ experience in the financial services industry. My career began in the corporate world and eventually progressed up to senior executive roles within leading investment banking firms such as Macquarie Bank and Goldman Sachs.
Calibre PWA was established out of what I saw as a gap in the marketplace for truly comprehensive financial services. I noticed that despite already dealing with several financial institutions, many successful individuals and family groups weren’t confident they’d be able to achieve their most important personal and professional goals.
As a Trusted Adviser since 2005, I’ve had the privilege of working with a diverse and affluent client base — from self-employed medical and legal professionals, business owners, family offices, and senior corporate executives. I’ve been entrusted to manage their complex financial affairs and deliver organisation, clarity, and certainty into their dynamic lives, with the focus on implementing agreed strategy.
My extensive corporate experience has gifted me with the understanding of financial markets and how to increase my clients’ chances of a successful investment experience. Most importantly, it’s shown me the true value of client-centric advice.
It might sound strange but to me, it’s not about the money – its about the people we serve and how we can improve their life.
What l enjoy most is using my extensive experience to help time poor, successful people align their financial choices and investment behaviours with their most important goal and values so they can use the money they have to live the best possible life right now.
I’m passionate about offering a tailored service to each client and empowering them through education, commitment, and ongoing accountability. My business philosophy, and the advice I offer my clients, is always 100% in sync with my personal and professional values.
When l’m not working, l’m a devoted family man and enjoy doing what l can to help other people in my community and beyond. I have a growing interest in philanthropy, and l am currently a director of several private, charitable foundations that provide support to a number of community, healt,h and environmental causes.
I enjoy travelling with my family, am a keen surfer, snow skier, and love a glass (occasionally two?) of red wine.