CreationWealth

06/12/2025

Wishing you a very happy 90th birthday Frank! You and Pauline have been to remarkable clients and dear friends to Andrew and I.
It’s been a privilege working with you for the last 21 years. Congratulations on this incredible milestone... may the year ahead bring you joy, health and wonderful moments with your loved ones. 🎉💐

07/11/2024

Enjoying a lovely Melbourne Cup at Barangaroo with the team ☺️

14/05/2024

We are hiring!
20 - 23 hours across the week or three days potential for increased work hours in 6-12 months | WFH with minimum one day in office in Leichhardt and/or Sydney CBD| Supporting two Senior Financial Advisers and a Client Services Manager | $60,000 plus super (pro-rata) | Client base of 150+ with high net worth

03/11/2023

Thank you Deirdre and Jorge for your continued support and being advocates of CreationWealth.

08/06/2023

Check out this great review I received on Adviser Ratings!

https://www.adviserratings.com.au/showReview/6029499

23/09/2022

30/03/2022

14/10/2021

I'm having more conversations with clients about impact investing.

I spoke with Sue Williams at Domain about this.

The pandemic has prompted many investors to find ways to get a solid return plus a positive social or environmental outcome.

12/10/2021

I’m about to cross live to to chat about Evergrande, market expectations and what I am advising my clients to do.

03/10/2021

This weekend my article on how the Superannuation Industry Act works appeared in Canstar.

https://www.canstar.com.au/superannuation/superannuation-industry-act/