Ryan joined our Perth office as the review administrator before taking a paraplanning role on in October 2018. A year later he took on a lead role within the paraplanning team, and in July 2020 he transitioned to a client-facing role as an associate adviser, where he helps give clients clarity of their financial future, as well as taking the stress off their shoulders.
After graduating from high school in 2011, Ryan went to study a double degree in Statistics and Finance at university. After some time in this course, he found a job as a paraplanner at a boutique financial planning firm and found finance was his passion. He subsequently altered his course and graduated with a Bachelors of Commerce in Economics and Finance. He also gained his Graduate Diploma in Financial Planning in 2017.
Ryan plays an active role in the bdhSterling investment committee, where he and other members combine their knowledge to work out the most effective ways of investing clients’ money.
What’s your best tip for anyone moving to Australia?
Please don’t get confused when you walk into a pub and they say you aren’t allowed to wear thongs.
What gives you the most satisfaction about your work?
Seeing a client walking into the office with a worried face and leaving calm, with a better understanding of their finances.
What’s the best thing about working for bdhSterling?
The family environment and that everyone is willing to go above and beyond to get the best outcome for our clients.
What’s your best financial tip for anyone moving from the UK to Australia?
Declare your fruit and veg when flying to Australia - you do not want to get fined and end up on Border Security!
If you’re moving from one country to another, why is it important to deal with a firm which has expertise in both jurisdictions?
Like tour guides, you don’t want to deal with someone that only understands half the journey.
What’s your best financial tip for anyone moving from Australia to the UK?
A good raincoat is a worthwhile investment.
More of our Perth team members
Get to know a few more members of our team.