CFP® BAppSc GDipBM DipFP
My Short Story
In 1996 Marina and I, newly married, were keen to get ahead. A 10 day holiday to the Gold Coast, a walk in shopping mall and a property spruiker – the perfect mix for a road to riches. So we signed up!
This was before I really learned about how the money world can work. A few weeks later, somehow, we managed to get out of it. We were one of the lucky ones. This was a point in my life when I realised how easy it is for emotions and shallow promises to drive financial decisions.
Shortly after, an opportunity presented to enter the financial planning profession, but it was in 2003 when I decided to create a new firm, a professional services firm providing financial and wealth management advice to help individuals and families achieve their ideal life.
In 2011 I was fortunate to join forces with Sam Hunt, a fine man who shares similar values and an equally strong desire to serve his clients this the same way. Sam is now my business partner and a great friend.
My firm became our firm – we are WARR HUNT.
I get up each day loving what I do, the firm I have created, and the team, people and clients we have helped along the way. Investment markets may go up and down, institutions may come and go, however I rest easy knowing our approach puts our clients first, our investment philosophy is robust and that our clients’ trust is in safe hands.
More about me
I entered financial services in 1997 and founded the company to provide consulting services in financial planning. However, it was in 2003 when I re-positioned the firm as we see it today - a firm that operates of a clear set of values and offers a true point of difference to the traditional models.
I have a comprehensive knowledge of tax structures, asset protection and succession planning, enabling the firm to provide fully integrated financial and wealth management services to clients and their families.
Prior to commencing my career in financial services I worked as a Radiation Therapist, and then in a multi-national medical imaging company working with doctors and hospitals.
Married with 3 children, my personal passions include; anything to do with Collingwood Football Club, chasing waves around the globe and downhill skiing.
Qualifications & Accreditations
- Bachelor of Applied Science – Medical Radiations, RMIT
- Graduate Diploma of Business – Management, RMIT
- Diploma of Financial Planning, RMIT
- Certified Financial Planner (CFP®)
- Strategic Leadership Program, Stanford University
- Financial Planning Association (FPA), CFP® Professional