Outcomes you can expect from my Mentor & Exam Tutor services
You will have a knowledgeable and experienced tutor / mentor in your corner
You will be taking positive action by joining a powerful practical learning environment
For exam prep you will have focused reading, relevant tutorials & many practice exam questions to work through
In Mentor Circle you will have the guidance and opportunity to create the advice practice you want to build
As a mentor I am your teacher, your experienced guide, your external support and your sounding board
You will receive the combined benefit of my adviser experience, consulting experience and academic experience
You will gain a lot of confidence and feel much more positive about your future as an adviser
My Background in a Nutshell
My academic qualifications
Master degree in Financial Planning (GU)
Former adjunct lecturer in Financial Planning at Griffith University
Bachelor of Commerce (UQ)
Industry qualification in Self-Managed Super
Hands-on adviser experience
20 years in practice as a licensed financial adviser and business owner
15 years prior to that as a business coach as both an owner & in senior consulting roles with well-known accounting firms
3 years as Tyndall Queensland State Manager – a mentor role in the development of advice businesses
My teaching and tutoring experience
I was employed part time 2001-mid 2006 by Griffith University to lecture in both the undergraduate and postgraduate financial planning degrees. My role included subject writing and development; lecture and tutorial preparation; exam setting and marking.
My personal values
I am trustworthy
I act ethically
I put your best interests way ahead of mine
I keep your information strictly confidential
I will always add value