Financial Adviser - Private Clients and Business Owners
Private Wealth Partners
Ray has comprehensive experience in the financial services industry. For over 20 years Ray has worked in multiple positions as diverse as advising complex private clients, SME advisory and business coaching and leading a national retail advice team. From a young age, Ray has always been intrigued in financial matters and the interaction between the psychology of money management, health and well-being and achieving financial independence. This led to Ray commencing his advisory career in 2004 at the Announcer Group as a founding employee where the success of the firm was always dictated by the success of the client. For 15 years, Ray and the team achieved multiple awards with the standout coveted results of ‘Top 25 Best Place to Work’ and taking out ‘Australia’s Healthiest Employer 2017’. Ray’s passion is engaging with private clients and business owners to provide extensive holistic and complex financials solutions. Ray continues to thrive on delivering bespoke outcomes for his clients and utilising his professional network to deliver remarkable results. Outside of work, Ray and wife Vanessa have a passion for health, well-being and travel. Together they invest significant time with their two energetic boys (and Buddy the Cavoodle) in sport, school and community-based activities. Ray is a member of the Financial Planners Association (FPA) and Association of Financial Advisers (AFA).