Private Chief Operating Officer
Authorised Representative No. 255295
Derek is a highly motivated and intuitive individual that brings to Candor and our clients a successful advisory track record of working with affluent families, senior executives and entrepreneurs over the past decade.
Derek has had 14 years of experience working within the Financial Planning industry. Prior to joining Candor, Derek spent 5 years as a Financial Adviser at Arrive Wealth Management (formerly PwC Financial Planning), a role that required Derek to develop bespoke financial advisory strategies for Arrive’s unique clients.
Derek’s expertise ranges from providing asset allocation, investment advisory and superannuation advice to evaluating family risk management and estate planning strategies, including the inter-generational transfer of wealth.
Derek has also worked in advisory and compliance roles at Genesys Wealth Advisers (formerly Associated Planners) and Count Wealth Accountants respectively.
Derek has earned the Certified Financial Planner™ (CFP) designation with the Financial Planning Association of Australia, the highest level of achievement in the Financial Advisory industry. Derek also holds a Bachelor of Commerce and has a Diploma of Financial Planning.
With a strong set of values, diligent work ethic and sound technical ability, Derek complements the Candor team’s unique skill set.