I am a Senior Associate Private Client Adviser with independent financial planning firm, Hewison Private Wealth in Melbourne.
I joined Hewisons in 2016 after working in the insurance sector. Immediately knew that I’d found my calling. I am currently studying through the Financial Planning Association of Australia to become a Certified Financial Planner (CFP).
It goes without saying that I have a strong interest in financial advice and the various investment markets. But what I really love about my role is working directly with clients; building meaningful, long-term relationships with them. Knowing what a client wants to achieve on a personal level and working with them to develop the right strategies is what really drives me.
When I’m not working, and it’s footy season, I can be found at an AFL match – preferably watching my beloved Bulldogs. Other than AFL I enjoy golf and cooking.
• Bachelor of Commerce (Accounting & Financial Planning): Deakin University
• Newcomer of the Year: ifa Excellence Awards (finalist 2018)
• FPA Paraplanner of the Year (finalist 2018)
Hewison Private Wealth – the company
We think we are one of the best independent financial planners, investment advisers and wealth creation firms in Australia. But don’t just take our word for it…
- “Boutique Firm of the Year” (finalist) at the Independent Financial Adviser (iFA) Awards: 2018, 2017, 2015 and 2016. And we won the award outright in 2014.
The Independent Financial Adviser Awards celebrates best practice in the provision of financial advice and business acumen of Australia’s independent financial advice sector. They are the only industry awards in Australia that are dedicated exclusively to boutique and non-aligned / independent financial advisers.
- Highly Commended for ‘Best Private Wealth Manager’: 2016 Financial Review Smart Investor Blue Ribbon Awards. We were the only private wealth firm to receive this commendation
- Plus, Hewison Private Wealth Private Client Advisers – Chris Morcom, Glenn Fairbairn, Nathan Lear and Simon Curtain were all individual financial adviser finalists at the 2018 Independent Financial Adviser Awards and/or SMSF Adviser Awards 2017