Summary

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.

Focus Areas

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

Education

Advanced Diploma of Financial Planning