Client Portfolio Manager
PJ is the Client Portfolio Manager and Paraplanner of the business, dedicated to making sure that our Advice is accurate, cutting edge and in your best interest. PJ began his career at BT Financial Group, where he worked with Financial Advisers from around the country to get the most out of their investment platforms. He loves the challenge of applying financial advice strategies to the circumstances of real people, and seeing the difference that good decision making can have over the long-run. He is particularly interested in investment markets, and is currently studying a Graduate Certificate of Applied Finance at Macquarie University.