Summary

I completed my Bachelor of Commerce in 2007 which majors in accounting and financial planning. Working as a financial adviser and Paraplanner since 2008, I have been helping individuals, couples and business owners identify their goals and achieve successful outcomes. This has seen my clients make informed decisions when investing in their future, whether it be growing and protecting their wealth or as they transition into retirement.

Focus Areas

• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

Bcom FP, ACC