Reece is a multi-disciplined Financial Adviser with over five years’ industry experience in financial services. He is a part of our Wealth Creation team and is based in our Newcastle office.
Reece began his career working at several boutique financial advice firms based on the Central Coast of New South Wales, where he quickly progressed from a paraplanner to associate adviser and now financial adviser, specialising in providing financial solutions to young professionals.
Through strategic planning, Reece continually delivers informed financial solutions that remove the complexities of financial advice, providing clear solutions for his clients. Over the past year, Reece has developed and implemented a service offering for young professionals that has helped empower them to take control of their money, providing them with the tools to live for today while creating their ideal lifestyle for the future.
When it comes to helping his clients create their ideal lifestyle and bring their goals and aspirations to life, Reece is committed to ensuring that once they build momentum nothing can get in their way.
However, sometimes life can throw obstacles in that path – whether that be through illness, injury or other life circumstances. It is Reece’s goal to ensure his clients’ lifestyles won’t be placed in jeopardy and as a result, he stresses the importance of the right personal protection.
Reece enjoys the coastal lifestyle and has built a home at his local break Catherine Hill Bay with his wife.
- ASIC Authorised Representative number: 1234399
Authorised by The Advice Exchange to provide financial advice and services relating to managed investments, superannuation, shares and life products.
Professional Memberships and Qualifications
- Member of the Association of Financial Advisers (AFA)
- Advanced Diploma of Financial Planning