Pru worked in the Financial Planning industry at Westpac for over two years and is currently aiming to finish his Financial Planning degree by next year. In the future, he aims to become a financial adviser.
Pru works to prepare everything you’ll need for your regular review meetings with us, as well as ensuring that everything adheres to our comprehensive compliance regulations.
Outside of Work
Pru can most commonly be found watching NBA basketball with his friends or dining out with his wife at one of the many great restaurants in Brisbane.
What’s your favourite thing about being part of the MWS team?
At MWS, everyone works together with a collective goal of helping our clients achieve their financial dreams. The fact that we get to do it in a fun and boisterous team environment also helps!
What do you wish people knew about financial planning?
That the goal of a financial planner is not just about providing our clients with advice on various financial matters, but also about providing education and assisting our clients in simplifying complex financial matters.
What's your favourite book, movie and food?
Book: The Intelligent Investor by Benjamin Graham
Movie: Bad Boys 2
Food: New York pizza
If you could give one piece of advice to the Pru from 10 years ago, what would it be?
To spend money more wisely and to invest some of it in shares/managed funds. I would probably also give myself some stock tips – is that illegal?!
What's your weirdest office habit?
None that I can think of – but my colleagues might think differently.
What's the one thing about you that people would be surprised to learn?
I lived in Singapore for most of my early life before moving to Australia.
If you could have dinner with anyone past or present, who would it be and why?
Lebron James. He is not only a great basketball player, but also an awesome businessman. I would love to pick his brain on both topics.