About Me

I grew up in a family of very driven and focused people who consistently strive to do what is right and help people around. This naturally impacted myself and helped me get great foundations in my early professional days. This has shaped my ability to plan and help people plan towards achieving goals.

I fell into financial planning but I have loved it ever since then. I love numbers, interacting with people and most importantly achieving a goal. The combination of these make advising people and businesses a rewarding and fulfilling job. I help my clients achieve clarity and direction with their goals and ensure they don't make mistakes that can ruin their hard work or take them away from these goals. This provides peace of mind to my clients and gives them more head space to tackle other aspects of life that come their way. Clients that are open and communicate effectively on what matters to them get the most value as we can relate what matters to the crucial strategies to help them excel and thrive in life.

While advising clients brings a lot of joy, I also enjoy reading books (motivational and fact based books), I love my fitness, I enjoy spending time with family, I enjoy brain stimulating activities like chess, learning a new language, playing a musical instrument or strategic board games; and traveling. These add to my more rewarding and fulfilling life.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Axies Pty. Ltd.