Completing a Commerce degree majoring in Financial Planning & Investments with Griffith University in 2003, Sef has been working in the financial planning industry across paraplanning, management and advisory roles since 2004, joining Sinclair Financial Group in March 2019.
Sef enjoys taking the time to understand each client, their family values, beliefs and their current and long-term ideal lifestyle. Equipped with this understanding and information, Sef and the team provides ongoing education, advice, guidance and mentorship to help you and your family achieve what’s important you!
With education at the core of his and his team’s strength and long-term client success, Sef values the time and the opportunity to provide this service to prospective and long-term clients alike.
“We as financial planners have an incredible opportunity to help people live the best possible version of their life. We enjoy working with people on defining their best possible life and putting in place a long-term roadmap to help achieve their goals.”
When not helping his clients, he enjoys spending time with family and friends, participating in several social basketball leagues and evaluating/investing in seed-stage tech start-ups.