Ryan joined bdhSterling in July 2020 as a Client Administrator and has quickly progress to the role of Paraplanner. He is responsible for writing advice documents and modelling client’s financial situations and scenarios supporting both clients and our financial planners.
It’s a role that comes naturally to him, having previously held a number of customer service-based roles. Ryan found his passion in finance in his post graduate studies, where he completed a Masters of Applied Finance at the University of Western Australia. He is the organiser of our weekly tennis gathering “the bdhSterling Open”. While it doesn’t quite attract the same crowds as the Australian Open, it’s still a hit with work colleagues.
What’s your best tip for anyone moving to Australia?
If you are planning to work, make sure you have a tax file number, or you will pay the highest rate of tax on your income.
What’s the best thing about living in Australia?
The unique natural environment and nature. From the beautiful beaches to our national parks, you can find all this close to your doorstep.
What gives you the most satisfaction about your work?
Being able to learn how to assist people build their own wealth for their retirement, or different financial goals.
What’s the best thing about working for bdhSterling?
The friendly and helpful staff, that go out of their way and don’t hesitate to help each other and their clients.
More of our Perth team members
Get to know a few more members of our team.