Duncan is a firm believer that quality financial advice empowers people to make great decisions, giving them the confidence to spend more time doing the things they love. Duncan has been a financial planner since 2010 and has extensive experience working with clients from a range of different occupations and backgrounds. He is passionate about developing and maintaining long term relationships with his clients and seeks to make complex strategies easy to understand.
Duncan specialises in working with accumulators and pre-retirees where his extensive experience in strategic modelling allows his clients to make informed decisions about the actions they should take now, and the impact these decisions will have in the future. Duncan is a Certified Financial Planner (CFP®) and holds a Bachelor of Commerce from the University of Tasmania.
In his spare time, Duncan enjoys spending time with his family, playing golf and supporting his beloved Bombers!Back to team