About Me

With nearly three decades of experience in the financial services industry, I specialise in financial planning and insurance advice.

My approach is to really get to know my clients and understand their unique situations, whether they're self-employed business owners or individuals seeking personal financial advice. My goal is to develop customised strategies that not only meet their needs but also leave them in a better financial position than if they hadn't sought advice.

I pride myself on being honest, upfront, and direct, ensuring that my clients receive the best advice tailored specifically to their goals and concerns. I view their financial objectives with the same care as I would my own and take the time to offer meticulous, well-considered strategies that address all aspects of their finances.

At Convergence, we cover everything from mortgages, superannuation and retirement planning to personal and business insurance. I enjoy learning about different industries and finding creative, innovative solutions to help my clients succeed. It's a privilege to play a role in their financial journey, and I am committed to setting the gold standard in financial planning advice.

With a Bachelor of Business in Marketing & Business Law, a Diploma of Financial Services (Financial Planning), and as a superannuation specialist, I bring a wealth of knowledge and experience to my clients. I am dedicated to raising the profile of the financial planning industry and delivering advice that truly makes a difference in people's lives.

If that sounds like the kind of support you’d like by your side, reach out to connect.