Larry provides adviser support through the research and development of strategies for clients, financial modelling, the preparation of Statement of Advice documents and ensuring documents and client files are compliant.
In conjunction with our advisers, Larry identifies solutions for our clients, putting our advice and required actions together into clear and easy-to-understand advice documents.
Larry has over 15 years’ experience working in the Financial Services industry and has completed a Bachelor’s degree in Economics and a Diploma of Financial Planning.
Outside of work, Larry enjoys spending time with family and is an avid fan of sports in general, with a bias towards Australian Rules football.
