MBus (Acc.Fin) AdvDipFP DipBM
Vaughan is a seasoned professional who joined Ethinvest in 2015. With 15 years of experience developing and administering financial management systems for some of Australia's largest companies, Vaughan brings a wealth of knowledge and expertise to his role as a financial adviser. His strong desire to help people from all walks of life benefit from high-quality financial advice and enable them to invest in line with their ethics and values led him to pursue his career with Ethinvest.
Since 2018, Vaughan has been managing a diverse range of investment portfolios for Ethinvest clients, including Self-Managed Super Funds, Family Trusts, and Foundations. He is a vital member of the Ethinvest Investment Committee, Secretary of our Approved Products Committee, and investment manager of the Ethinvest Managed Portfolio Service we offer. Vaughan holds a Masters of Business in Accounting and Finance from UTS, an Advanced Diploma of Financial Planning, and a Diploma of Business Management.
When he's not working, Vaughan spends most of his time chasing after his two young sons and visiting his friends and family.
Vaughan is supported by Boya Wang (Paraplanner) and Sameena Musthafa (Client Relationship Manager).