About Me

Izzy has been working in the financial planning industry since 2017 and is passionate about providing the best possible experience to his clients. Starting his career in Canberra, Izzy graduated from the University of Canberra with a Bachelor of Finance, majoring in Financial Planning, Banking and Financial Services.
Izzy has valuable hands-on experience working with high-net wealth and high-net-income individuals, small to medium-sized enterprises, self-funded retirees as well as young families and veterans. Izzy has also provided pro-bono services to veterans in need.
Izzy has been practicing as a financial adviser with My Wealth Solutions since 2022.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Employment changes
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 1 Years
  • Licensed By
    Licensed By Gps Wealth Ltd