Starting his career in Canberra, Izzy graduated from the University of Canberra with a Bachelor of Finance, majoring in Financial Planning, Banking and Financial Services.
Whilst in Canberra he worked for a boutique financial planning firm where he gained valuable hands-on experience working with high-net wealth and high-net-income individuals, small to medium-sized enterprises and self-funded retirees.
Izzy is a Financial Advisor in Nikki Booth’s team.
Outside of Work
Izzy is a member of CrossFit Newstead and laces up the boots on the weekend for Brothers Rugby Club. Hailing from Beaudesert, he loves anything outdoors and is an avid angler.
What’s your favourite thing about being part of the MWS team?
The ambitiousness and drive of the group is very infectious and something I noticed as soon as I walked through the doors, it’s a privilege to be part of.
What do you wish people knew about financial planning?
The economic dilemma of scarcity. We all have unlimited wants, but unfortunately, we all have limited resources (even in the wealthiest individuals).
Some of the most profound client experiences I’ve been part of are when we’re able to boil down what’s important to you, and to your family and how we can leverage your unique financial situation to achieve this.
What's your favourite book, movie and food?
Book: A Random Walk Down Wall Street
Food: Anything Asian
If you could give one piece of advice to the Izzy from 10 years ago, what would it be?
Enjoy the Maroons dynasty while it lasts.
What's your weirdest office habit?
I’ll continue to wear my headphones despite not playing anything through them.
What's the one thing about you that people would be surprised to learn?
My father made me do gymnastics as a teenager.
If you could have dinner with anyone past or present, who would it be and why?
Five-year-old me. Because why not.