Role: Financial Advisor

Industry Experience: 10+ Years

Specialties: Wealth Generation, Strategy & Financial Markets

About Wayne: Wayne’s interest in wealth generation started at a very young age. By his early 20's he'd started his first business, invested in property, shares, currencies and derivatives. Over the years Wayne formalised his knowledge through various professional designations before entering the finance industry with PwC in their Private Clients Division – here he gained invaluable experience in tax, accounting and R&D consultancy. These wide-ranging experiences allow Wayne to combine the worlds of tax, financial markets and retirement planning to build bespoke strategies which help clients grow and protect their wealth. As a Retirement Specialist he also focuses on intergenerational wealth transfer strategies which is crucial for protecting estate assets from being eroded by taxes and family disputes. 

Wayne also has a strong desire to educate individuals on the best ways to manage their finances which he delivers through blog posts, regular guest appearances on financial podcasts and in his capacity as a financial adviser to his clients. 

In his free time, Wayne enjoys travelling and spending time with his wife and two young daughters who keep him very busy with their school and sport activities.

Ultimate Retirement Plan: I'm a huge F1 fan, so my ultimate retirement goal consists of following a season of the F1 circuit around the world.

More broadly, my wife and I want to have the financial freedom to enjoy our retirement without thinking about how it's being funded. We also want the ability to support our two daughters as they begin to take on the world as young women.

Qualifications:

• Certified Financial Planner – Financial Planners Association of Australia

• Bachelor of Business (Majoring in Finance) - Southern Cross University

• Diploma of Financial Services (Finance Broking Management) - TAFE NSW

• Tax Financial Adviser - Tax Practitioners Board

• ASIC RG146 compliances in generic knowledge, deposit products, foreign exchange, managed investments, financial planning, superannuation, general insurance, life insurance, and derivatives.