Bachelor of Commerce
Bachelor of Laws
Graduate Diploma of Financial Planning (Securities Institute)
SMSF Specialist Advisor™

Clem commenced his career over 20 years ago as a taxation consultant with a Big 4 accounting firm,  here he gained invaluable training and experience in advising small to medium sized businesses and professionals in the areas of structuring, taxation advice and financial accounting. Clem also gained experience as a Financial Accountant in commerce for an industry leading medium-sized Queensland private company.

Clem joined the financial planning industry in 1998 as the Queensland Business Development Manager for a boutique financial group that specialised in providing holistic advice to purely medical practitioners, medical specialists, dentists, solicitors and barristers.

Clem then progressed as a Financial Adviser within a major Brisbane accounting firm, where he continued to develop his knowledge and experience advising high net worth individuals comprising primarily small to mediumsized business persons, professionals and self-funded retirees.

Clem spent 5.5 years as the Senior Financial Consultant within a leading Brisbane financial planning practice, that specialised in providing comprehensive strategic and investment related financial advice to high net worth individuals.

Since 2005, Clem has been the Principal Adviser of his own boutique practice that continues to build on the qualities that are recognised by his clients and peers as being unique both in breadth and depth of skills and expertise for a financial planner.

Clem specialises in providing a comprehensive, solution based approach in areas including, entity structuring, investment portfolio management, self-managed superannuation fund advice, taxation planning, personal risk insurance and estate planning.

Clem is passionate about managing a privately owned wealth advisory firm that builds long-term, highly personal relationships with clients. It is the importance of the trust placed in him, and the satisfaction that comes from influencing the financial outcomes in client’s lives, that inspires him to strive for excellence in every aspect of the advice process.

Clem is married with 2 young children and enjoys spending time with his family, pursuing his love of road cycling, golf and great food and wine.