As a Financial Planning Associate at AGS Financial Group, Finn is dedicated to building and protecting the wealth of his clients. He has been working in the financial services industry for four years, starting his career in New Zealand at a stockbroking firm before joining AGS. Finn holds a Bachelor of Commerce, majoring in Economics and Finance, and is currently working towards his Diploma of Financial Planning.
Finn’s core expertise lies in portfolio and wealth management, where he has experience supporting high net-worth individuals, family offices, wholesale investors and charities. He is currently expanding his focus to provide holistic advice across broader financial planning disciplines.
What Finn enjoys most about his role is the privilege and trust inherent in relationships centred around building and protecting a client's wealth. He finds great satisfaction in seeing the goals he has helped clients establish come to fruition. Clients often value his empathy and clear communication style, knowing they can depend on him for a quick and clear response every time.
At AGS Financial Group, Finn believes clients benefit from the ability to receive a complete and integrated financial service under one roof, ensuring that their investment strategies and financial planning needs are fully aligned to maximise their opportunities.
Away from the office, Finn embraces a challenge. He maintains an active lifestyle, training regularly in the gym, dojan (Taekwondo) and pursuing trail running and skiing. He also greatly enjoys travel around home and away with his friends and partner in his free time.
Finn is committed to helping clients achieve confidence, wealth, and trust in their financial future.