Background
Summary
I have the skills and experience to achieve my mission as I have a Masters in Financial Planning, completing my research project in inter generational risk. Coupled with 17 years’ experience in the financial services industry, starting my career with MLC/NAB in 2002. Since 2002, while studying part-time and retraining in financial services I’ve worked for banks, industry funds, non-aligned firms and recently leaving Macquarie Group as Senior Adviser to commence QTRBCK Wealth. I know with the expertise and understanding of the industry over the last 17 years and as we move into this post Royal Commission environment has placed QTRBCK well to succeed for our clients.
Focus Areas
Bio Alignments
Non Institutionally Aligned
Education
Masters in Financial Planning
