MBA (Fin Mgt)
CEO, The Preferred Adviser
CEO, Recession Resister
Welcome to The Preferred Adviser!
I believe in leading with value, giving first.
Putting this into practice, I'd like to give you a few valuable gifts right now, just for taking a few minutes to drop by our website to see what's on offer.
I also believe that the essence of our authority as professional advisers is 1. Educate in our core areas of expertise and 2. Advocate on behalf of the interests of our clients, partners and communities.
These three essential principles are embedded into the 1,200+ pages on this site and our sister site at Recession Resister.
I have looked for ways to apply these principles every day eg as the State Manager of a large financial institution, where some of my most gratifying work was handing over grants from our Foundation.
I then had an even greater opportunity to implement as CEO of a high profile national Non-Profit Organization.
At The Preferred Adviser, we now live these principles by doing our best work for community-minded professionals. You'll see an example of that in our eye-opening Mortgage Broker story.
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