My Own Model Portfolios
As an Associate Portfolio Manager at Macquarie Private Wealth, I am qualified to advise on a discretionary basis, a distinguishing credential I possess which gives me a clear advantage over many of my peers. In this capacity, I have developed detailed model portfolios to satisfy a range of client preferences using my disciplined investment approach:

For more affluent individuals who require greater financial attention, I also provide sophisticated insurance-based† and tax-efficient solutions to create a more comprehensive financial plan.
†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.
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