About Me

Having joined the Banking and Finance Industry in 2013, I believe my vast experience enables me to bring an array of expertise to my clients. Guiding with professionalism and compassion, I enjoy assisting clients in understanding and defining their financial goals and creating a tailored plan to provide independence and certainly for their future and retirement. I believe financial advice consists of two parts: 1. Financial Position Maximisation Providing professional advice in maximising your current financial position through diversified investment construction, tax effective asset structuring, and strategic planning of personal resources. 2. Long Term Financial Planning & Strategy Providing a strategic long-term plan to best meet your personal goals as efficiently and securely over time. To maximise the success of long-term planning, we provide ongoing strategic planning, investment advice, performance and goal benchmarking. Currently, I am adding to my education with completing my Masters in Financial Planning and outside of work and study, I enjoy spending time with family and friends and playing social sport.