I have been in the financial services industry since 2007 and a Financial Adviser since 2009. I have completed my Advanced Diploma of Financial Planning and am currently in the process of completing my Masters of Financial Planning. I am a member of the Financial Planning Association of Australia and the Association of Financial Advisers.
I have spent the past 11 years working with both boutique and institutional financial planning firms. These experiences have given me the skills required to understand what’s important to my clients, where they want to be and how to create a strategic plan to help them get there. My favourite saying is ‘A goal without a plan is just a wish’ and helping my clients achieve their lifestyle and financial goals is what motivates me on a daily basis.
My strengths lay in putting my client’s needs first and explaining strategies in a clear and easy to understand manner. I am comfortable working with clients regardless of their stage in life and can offer a full range of financial services with a particular expertise in asset accumulation and protection strategies.
Family is extremely important to me, when I am not assisting clients, I will be spending time with my two daughters and possibly enjoying a glass of shiraz.