About Me

I have worked in the financial services industry for over twenty years, including five years of accounting in Sydney. I worked as a compliance analyst for J.P. Morgan in Sydney, before relocating to Brisbane early in 2012. With this came a move to financial planning to pursue a career that fulfils my love of engaging with people, and helping them reach their financial outcomes.I pride myself on high quality delivery, building trust & developing concrete relationships. I was awarded the Benjamin Short prize by AMP’s Horizons Academy which is based on results and peer nomination, and this momentum has carried in to my financial planning career, which is a job that I love.I am passionate about helping people be better off financially by providing them with the right advice – helping to protect their money and make it grow.Qualifications include: Certified Financial Planner (CFP), Chartered Tax Adviser (CTA), Diploma of Financial Planning, Advanced Diploma of Financial Planning, Bachelor of Arts (Communications), Bachelor of Commerce (Finance) and I am also a Registered Tax Agent.