About Me

I have been working in the financial planning industry since 2007, with previous experience working for two of the big four banks and a global bank.</p>Prior to moving to Financial Planning I also worked as an Accountant for 2 years, so my experience in the financial services industry is solid.</p>The reason I wanted to become a Financial Adviser was to help people achieve their financial and lifestyle goals. It gives me a sense of fulfillment when I see someone reach a goal that they may not have thought was possible.</p>Throughout my career I have worked with clients from all walks of life, from high net worth individuals looking to build and protect their wealth, to mums and d

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd