About Me

I started in the financial services and advice industry in 1999. My first role in this industry gave me a great background in the administration required to run a successful financial services business and ensure that all client requests are dealt with in a timely and effective manner.

I then progressed through to becoming a risk adviser providing solutions on insurance to families and businesses. In 2006 I accepted an offer to join one of the big four banks as a financial planner. In my 10 years as a Senior Financial adviser there, I provided comprehensive advice to a wide range of clients, from families to small business to high net worth individuals. This provided me with invaluable experience in developing technical skills across a breadth and depth of strategies and knowledge areas.

After 10 years working in the corporate world I became frustrated with
...and took the step, together with my business partner to open a financial planning practice that allowed us to provide the high level of service that our clients deserve. Professional satisfaction to me is about getting to know clients really well, understanding their aspirations and concerns and being able to provide solutions and comfort by using the knowledge and experience I have at my disposal.

On a personal front, I have 5 beautiful children ranging in age from high school age upwards. I was born in Poland and when I was in primary school my family moved to South Africa. In South Africa I completed my education, lived in the UK for a short time before I decided to move to Australia as I thought this would be the best place in the world to live and raise my family… I still think this is the case.