Background
Summary
I started in financial services in 2001 and over time, I have successfully assisted clients at all stages of their financial life – from young people starting out right through to retirees looking to design and maintain their post-work lifestyle. I have access to technical, risk and investment research professionals who provide me with additional analysis on strategies and products that become available as a result of these changes. I will assist you in determining your goals and structure appropriate investment strategies to achieve them and keep you accountable to those goals.
Focus Areas
Bio Alignments
Non Institutionally Aligned
Education
ADFP - Advanced Diploma of Financial Planning
Grad Cert FP, JP
