Conrad joined the team in early 2016 – he is the friendly voice that answers your calls, prepares the paperwork for all client meetings, handles the administration tasks and liaises with external stakeholders.
Conrad hails from Gladstone and entered financial services after meeting and being inspired by many influential people in the industry. After leaving school to pursue a plumbing career he found himself in the Liquefied Natural Gas Industry where he worked on construction of the Gladstone LNG Line. Conrad wanted to find a career where he could help others to better manage and grow their assets as well as secure a healthy nest egg for retirement. He soon found his calling in finance. He has a passion for creating and securing wealth and prides himself on liaising with clients to achieve a quick turnaround on any queries in a professional manner.
He is currently working towards his Advanced Diploma in Financial Planning. When he isn’t studying you will find him four wheel driving or partaking in motocross events.