Summary

I work closely with clients in Melbourne, both face to face & via video-conferencing to; - help them articulate what success looks like to them - get on a better financial foundation with their partner - build a plan to help them achieve their 'Freedom to say Yes' - keep them accountable to that plan I keep things very simple, and to the point. I like to ensure people don't get caught in paralysis by analysis, but equally it's important they make the right decision for their financial future.

Focus Areas

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

Education

FchFP

Bachelor of Commerce (Financial Planning), Fellowship Chartered Financial Planning (FchFP)