Certified Financial Planner®
Drew has worked in financial services for over 10 years both in business banking and financial planning.
Drew has substantial experience in advising clients at every life stage from first home buyers to retirees as well as commercial clients.
Drew has a Bachelor of Business from QUT with a Major in Economics as well as specialist qualifications in Financial Planning, SMSF and Gearing. Drew completed his Certification Designation with the FPA in 2020 to consolidate his technical skills.
Through financial planning, Drew has helped his clients control their finances, protect their financial position, then save and invest their way to a successful outcome. Drew works with small business owners, who work long hours and have little time left to think about how they will set aside enough for retirement and clear their debts. He puts a plan in place to ensure they will be rewarded for the risk they take on and the hours they put into their business. For Drew financial planning is not just about numbers, it is about creating certainty for your financial future and creating peace of mind.
Prior to becoming a Financial Planner, Drew served in the British Royal Marines where he completed commando training and several tours of duty. It was during this time overseas he met his wonderful wife Rhian who made the big decision to leave her family and home of Wales and move to Drew’s home state of Queensland. They now live on the Gold Coast with their 2-year-old son Iwan.
Drew loves escaping with his family to Springbrook National Park, taking his son to the beach and watching Australia beat Wales in the rugby. When at home their Rhodesian Ridgebacks: Zuka and Phinda keep them company.
B.Bus, Adv DipFP, CFP
FASEA Exam Passed