About Me

I have been a principal in the business since January 2007 and have completed a number of degrees related to financial management including a Masters of Financial Planning and Bachelor of Commerce and am currently a candidate in the Chartered Financial Analyst (CFA) program. I also hold a Graduate Diploma of Education.I am an Authorised Representative of FYG Planners Pty Ltd, Australian Financial Services License 224 543.Prior to joining the business, I was involved in secondary education where I held middle management positions in schools in Brisbane and Jakarta, Indonesia. Part of these experiences involved teaching Indonesian students about Business Management and Economics principles as relate to the Australian context.I am a co-author of the book 'It's Time You Knew the Truth: Building Investment Portfolios That Work' and 'A Clear Direction - Your Guide to Being a Successful CEO of Your Life'. I have a passion to work with and serve people at all different stages of the financial planning process helping them to build successful financial solutions through well structured investment portfolios.Specialties: Financial strategy & planningInvestment strategyPortfolio managementFinancial education