About Me
Qualifications and experience in Leadership, Finance and Human Resource management, I am able to apply my skills to help people reach their long term financial goals, as well as helping business reach commercially favourable outcomes. I believe there is great opportunity within financial services to empower people through client education, understanding and enduring client relationships.
Demonstrated success through client relationship management, combined with a thorough understanding of commercial and personal finance principles, providing the ability to help others and organisations reach their financial goals.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 12 Years
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Advice Fees From $4,400