Senior Financial Planner
CFP – Director
BPSYCH, PGRAD DIP PFP
Senior Financial Planner
CFP – Director
BPSYCH, PGRAD DIP PFP
Derek has extensive experience in the Financial Planning Industry and has been providing financial advice to a broad range of clients since 2003. He has completed a Bachelor of Psychology, two Post Graduate Diplomas in Financial Planning and is a Certified Financial Planner. He is also an accredited Life Risk Specialist through the Financial Planning Association and a Commissioner for Declarations.
Derek is the chair of our internal investment committee and runs the Power2 Managed Accounts portfolio for our business. Together with servicing the Mackay office, he is responsible for looking after clients that are located throughout Queensland, New South Wales and Tasmania.
On his time off, he enjoys spending time with his two children.
“Good Financial Decisions, everyday”, is the secret to helping our clients achieve their longer term financial goals.