Basically, I'm a financial GPS. Together with my clients we work out where they want to go and then I map a course to get them there. I also come in handy by helping my clients stay on the right course or if they meet a road block helping them to remap. With a Masters of Financial Planning, Fellow Chartered Financial Practitioner designation and 13 years industry experience (including 6 years a Financial Planner) under my belt, I use my skills and knowledge to support my clients through comprehensive, holistic, client focused advice.
Non Institutionally Aligned
FChFP Grad May 2017, Masters of Financial Planning
Masters of Financial Planning and Fellow Chartered Financial Practitioner designation with the AFA