I'm a financial planner in North Adelaide, Adelaide. I've been advising since 2008.
Before financial planning, I spent six years in the Royal Australian Navy, serving on HMAS Canberra (Perth), HMAS Albatross (Nowra), and HMAS Melbourne (Sydney). That experience taught me discipline, structure, and how to stay calm when things get complicated. All useful skills when you're helping people make decisions about their money.
Since leaving the Navy, I've sat in every seat in a financial planning business, from reception to paraplanning to advising to running the practice. That journey taught me something no qualification ever could: the best advice starts with listening.
Most of my clients are people approaching retirement who need to know if they have enough, or high-income earners who know they should be further ahead financially. I start every relationship with one question: what about money is important to you?
I don't lead with products. I lead with a plan. Then I stick around to make sure it actually works. Most of my clients have been with me for years, some over a decade.
My approach is anchored in Carl Richards' Behaviour Gap concept: the gap between what people know they should do and what they actually do. That gap is where advice creates real value.
I hold the Fellow Chartered Financial Practitioner designation and have extensive experience with ComSuper, Super SA, and military super schemes.
I'm also building Australia's most useful free financial education resource at mobiuswm.com.au. Interactive calculators, structured learning modules, and articles designed to help people understand their own money, whether they become a client or not.
Authorised Representative of Consultum Financial Advisers Pty Ltd (AFSL 230323). AR number 346132.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchI charge fees that reflect the complexity of the advice and the level of risk associated with the assets being managed. These fees are clearly outlined early in the process and remain fully transparent throughout. Importantly, fees are only charged when real, measurable outcomes are delivered.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 63
- First year providing advice 2008
- Years of experience 18
-
Highest qualification
- Fellow Chartered Financial Practitioner (FChFP)
-
Language spoken
- English
Mobius Wealth Management
Suite 18, 116 Melbourne StNorth Adelaide, SA 5006
Opening hours
- 8:00am – 3:30pm Friday
- 8:00am – 6:00pm Tuesday – Thursday
- 10:00am – 6:00pm Monday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323