Guy has been in the financial services industry for over 15 years. He has worked a in variety of roles across large institutions including Westpac, HBOS and AIA Australia, and managed his own business. This experience provides Guy with a diverse breadth of knowledge within the financial services sector, including an acute awareness of the industry’s strengths and weaknesses.
Guy’s approach to financial planning focuses on developing a clearly defined strategy to help clients to achieve financial goals. Utilising both quantitative and qualitative research, he seeks to add value by assessing the market for solutions which best meet his client’s needs.
His tailored approach centres around enhancing investment outcomes and designing insurance portfolios to provide protection should life circumstances unexpectedly change.
His goal is to build and maintain client relationships that last a lifetime, by working with professionals in their thirties and forties who require financial planning and insurance needs through to retirees.
Qualifications and memberships
- Bachelor of Business (Edith Cowan University)
- Graduate Diploma of Financial Planning (Kaplan Professional)
- SMSF accreditation
- Member of the Financial Planning Association of Australia
- Registered Tax (Financial) Adviser with the Tax Practitioners Board of Australia