Rex is passionate about forging long term relationships with clients, predominantly those who have already retired or are nearing retirement age. By maintaining a strong relationship with his client base, Rex is able to provide individual tailored advice that allows for their changing needs and objectives.
Rex has been providing comprehensive advice since 2000 and attained Certified Financial Planner status in 2002. Rex had previously been an authorised representative with Aon Hewitt prior to joining the company in 2014.
- Financial planning
- Retirement planning