About Me

I have been working in the financial advice profession since graduating from Adelaide University with two Bachelor Degrees, in Economics and Finance, and a Graduate Diploma in Global Wealth Management.I take pride in working with clients as part of a full service process; whereby I like to actively formulate and construct the financial plan that I present. As part of this process, I pride myself on creating tailored and in depth plans for clients that add real value, rather than just provide a recommendation into a product or service.With specialist accreditations in direct equities (ALPA) and Self-Managed Super, I have the flexibility to provide clients with a truly tailored approach, without being limited to specific products or managed funds. I am a big advocate for acting in the client’s best interest, as should be every adviser.