I have a BE, an MBA and am a Fellow of Finsia. I have worked full time as a Financial Planner since 1984. Was a multi award winner at Godfrey Pembroke where I was part owner of the WA franchise for 15 years. Left to start my own MDA Licence, Helm Capital Pty Ltd, in 2005 five years after the NAB/MLC buyout of GPL. I have third generation clients and still enjoy helping people. My son Elliott is a registered adviser at Helm.