Private Wealth Adviser
Don joined Aspirations Wealth Group as an adviser in 2018 and has worked in the financial services industry for more than 20 years. Don has equity in the business.
Prior to joining Aspirations Wealth Group, Don was Head of Private Equity at AMP Capital where he was responsible for the allocations to alternative assets including managing client funds invested in private equity, infrastructure and opportunistic alternatives.
Don's main role is to provide wealth advice to select clients. Don works directly with his clients to help them grow and protect their wealth. His areas of expertise are investment strategies, portfolio management and superannuation.
When not at the office helping clients, Don enjoys family time and travel, seeing over 37 countries in his adventures.
Diploma in Financial Planning
Bachelor of Business, UTS
CFA Program, Level 1
Certified Practising Accountant (CPA)