I+M Wealth has always been a privately owned firm operating as an authorised representative of Principal Partners Vic Pty Ltd under their Australian Financial Services Licence since 2003.
Our approach is built around providing transparent, relationship driven advice focused on delivering practical long term outcomes tailored to each client’s individual goals and circumstances.
I am both a Director, Shareholder, and founding member of Principal Partners. I am the Chief Operating Officer of Financial Planning & Advice and act as co-head of the Investment Committee for all I+M Wealth clients.
With over 17 years’ experience within the financial services industry, specifically wealth management and financial services divisions, I have extensive knowledge and expertise in investment strategies, superannuation structuring, wealth creation, pre & post retirement planning, and inter-generational wealth transfer. He works closely with some of Melbourne’s wealthiest families in managing their private wealth.
Outside of the office, I can be found running around Stonnington and the Mornington Peninsula chasing after my three children.
I am driven by building trusted relationships and creating meaningful value for my clients.
With more than a decade of experience in financial planning and wealth management, he entered the advisory field immediately after the Royal Commission, positioning himself as an advisor with a fresh perspective; one who is free from the outdated, conflicted advice, and stockbroking models of the past.
A dynamic financial advisor, I bring a youthful energy and enthusiasm to my work, backed by the qualifications that equip me with the expertise to navigate complex financial situations.
