I began advising private clients in 2015, and have since worked exclusively with non – bank advice firms focused on quality, holistic ‘best interest’ advice.
I have 20 years’ industry experience, having held positions with organisations such ING, MLC, NAB and Mercer covering all aspects of financial strategy, investment product research and advice.
I hold a Graduate Diploma in Financial Advice, and Graduate Diploma in Applied Finance (both completed with FINSIA). I also hold a Bachelor of Commerce (Finance) and have completed Cert IV in Finance and Mortgage Broking and a specialist course in Self-managed Super Funds (SMSF) with Kaplan. I am registered with the Tax Practitioner’s Board (TPB) to provide Tax-related financial advice.
In my spare time, I enjoy spending time with my young family, taking advantage of Sydney’s beaches in the warmer months, and cycling to work and on weekends to keep fit.
My family also supports various charities including the Children’s Hospital in Randwick, Cancer Council, Heart Foundation, and the Fred Hollows Foundation.
Speak with Ray to discuss your
- Tel: (02) 8052 3566
- Location: 0414 283 782
- Email: firstname.lastname@example.org