Reserve Financial Consulting is a financial planning business which started in October 2009 in the Bayside area of Melbourne.
The business specialises in providing quality financial advice to clients in the areas of Investments, Insurance, Superannuation and Pensions (including Self Managed Super Funds). The name Reserve was selected for the business as it highlights a key part of the financial planning process which is to ensure you save sufficient money during your working life which you hold in reserve to provide for a long and comfortable retirement.
I am the Managing Director of the business and have over 25 years experience in the financial services industry after graduating from Oxford University with a first class honours degree in Mathematics in 1987. I qualified as an Actuary in 1990 and I am a Fellow of the Institute of Actuaries. I worked for AXA Sun Life in the UK until moving to Australia in 2000 where I took up the position of General Manager of Marketing and Product Development for AXA Australia. I moved to Singapore in 2005 to lead AXA’s life insurance company in that country before returning to Melbourne in 2008 to establish Reserve Financial Consulting.
Many people ask me why did I decide to leave the corporate world to set up my own small financial advice business?
Well, I have always had a passion for investments and personal finance and have had a dream to run my own business. After 20+ years as an employee, along with the full support of my wife and family, I felt the time was right to branch out on my own and pursue the dream.
I am married to Joanna and have two teenage sons Alex and Marc.
We live in Beaumaris and the boys attend Mentone Grammar school. I am a member of the Rotary Club of Beaumaris and an independent non executive director of NTUC Income a leading insurance company in Singapore.