CERTIFIED FINANCIAL PLANNER®

Today I proudly received my official CFP® certificate, recognising my commitment to education, experience and ethics in financial planning. The CFP® designation represents the pinnacle of the financial planning industry and is recognised in 26 countries. Being a member of this elite group of professionals is a great honour.

FOMO investing

I recently saw an article talking about a resource stock which had risen from $0.14 three years ago to $4-something today. They touted that you could have grown your investment over 30 times if you had invested in this company. What a headline! And sadly punters will be sucked in Read more…

On managing ethical dilemmas

We are often faced with ethical dilemmas in the advice business, juggling the competing goals of clients, regulators, licencees and ourselves. When these issues arise, it’s important to explore the different conflicts and options available to resolve the conflicts as best as possible. Often there is no “right” or “best” Read more…

Living the Values

Today I was awarded with the Living the Values award for ANZ Financial Planning in Victoria & Tasmania. This award reflects our cultural values of; energised, accountable and caring, and one team. These are overlayed on the broader ANZ cultural values of; integrity, collaboration, accountability, respect, and excellence. What was Read more…